Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Goulet is a financial advisor with over 15 years of experience in the industry. Matthew currently works with National Financial Services LLC and Fidelity Brokerage Services LLC, providing financial services to clients in the Boston area. Matthew has experience working with several firms, including FIDELITY DISTRIBUTORS COMPANY LLC, PYRAMIS DISTRIBUTORS CORPORATION LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., BLACKROCK INVESTMENTS, LLC, BLACKROCK FUND DISTRIBUTION COMPANY, and STATE STREET GLOBAL MARKETS, LLC. Matthew is a Series 7, Series 24, Series 63, and SIE licensed advisor, and is registered with the state of Massachusetts.
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
MA
11/03/2021 - Present
National Financial Services LLC (BOSTON MA)
MA
05/12/2016 - 06/13/2024
FIDELITY DISTRIBUTORS COMPANY LLC (BOSTON MA)
CO
08/20/2014 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (DENVER CO)
CO
05/28/2013 - 09/04/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (DENVER CO)
CA
01/03/2012 - 08/16/2012
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/15/2010 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
MA
11/14/2006 - 06/23/2010
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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