Unclaimed
Matthew Alan Larson has over 15 years of experience in the financial services industry. Matthew currently works for Fidelity Brokerage Services LLC and is registered with FINRA. Matthew has a wide range of experience in the financial services industry, including investments, insurance and retirement planning. Matthew has the Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Matthew is registered in 53 states and the District of Columbia.
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.
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.
1
2
KY
03/16/2006 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
NJ
02/25/2005 - 01/27/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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