Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alexander Green is a financial advisor with over 3 years of experience in the financial services industry. He is a registered representative and investment advisor representative. He is currently registered with Fidelity Personal And Workplace Advisors. His previous experience includes J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC and Northwestern Mutual Investment Services, LLC. Matthew is a Series 7, Series 63, Series 65 licensed professional. He also holds the Securities Industry Essentials (SIE) exam designation. His expertise lies in offering financial planning, educational seminars and selection of other advisors. Matthew also offers portfolio management for individuals and businesses.
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
CA
04/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
07/19/2022 - 02/10/2024
J.P. MORGAN SECURITIES LLC (LONG BEACH CA)
CA
06/07/2021 - 06/07/2022
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
CA
08/31/2020 - 04/30/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Walnut Creek CA)
IA
Issued 07/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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