Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hunter is a financial advisor with Fidelity Personal And Workplace Advisors, with over 5 years of experience in the financial industry. Matthew has a broad range of experience and holds licenses to practice in both Broker/Dealer and Investment Advisor capacities. Matthew is also registered to provide advisory services in 52 states. He specializes in providing portfolio management for individuals and businesses, financial planning services, and educational seminars. Matthew’s previous employment was with Fidelity Brokerage Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/26/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
CO
11/20/2017 - 02/22/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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