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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alexander erwin Kirby is a financial advisor at Fidelity Personal And Workplace Advisors. Matthew has been in the financial industry since 2000, and has experience in a range of financial services, including investment advisory, brokerage, and insurance. Matthew holds a number of professional designations, including the Certified Financial Planner designation. Matthew provides financial planning services to individuals, businesses, and charitable organizations. Fidelity Personal And Workplace Advisors is a large, established firm with a strong track record of providing financial services to clients.
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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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
07/19/2000 - 08/10/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 02/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/31/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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