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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 Michaels is an investment advisor representative who is currently registered with Fidelis Capital. Matthew has been in the industry for over 24 years and holds licenses to provide financial and investment advice in Florida and Texas. Matthew is also a Certified Financial Planner. Matthew has a long and varied career in finance. Before joining Fidelis Capital in 2022, Matthew was registered with WELLS FARGO CLEARING SERVICES, LLC, where he provided investment advice for over a year. Prior to this, Matthew held a similar position with MML INVESTORS SERVICES, INC. in Springfield, Massachusetts. Matthew specializes in retirement planning, investment management, and financial planning services for individuals and families, high net worth individuals, corporations, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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
FL
08/29/2022 - Present
Fidelis Capital (TAMPA FL)
FL
03/30/2021 - 08/17/2022
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
MA
10/30/1997 - 03/09/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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