Unclaimed
Matthew Dipippo is a financial advisor with Fidelity Personal And Workplace Advisors, based in Providence, Rhode Island. Matthew has been in the financial industry since December 25, 2010. Prior to joining Fidelity, Matthew worked at Citizens Securities, Inc., MML Investors Services, LLC and NYLIFE Securities LLC. Matthew holds Series 6, 7, 24, 52, 53, 63 and 65 licenses.
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.
1
2
RI
08/02/2021 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
05/02/2013 - 03/16/2018
CITIZENS SECURITIES, INC. (EAST PROVIDENCE RI)
RI
12/07/2011 - 10/26/2012
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
05/03/2010 - 11/03/2011
NYLIFE SECURITIES LLC (PROVIDENCE RI)
IA
Issued 06/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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