Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brody Perschon is a financial advisor at Fidelity Personal And Workplace Advisors. Matthew has been in the financial industry since 2006. Matthew is registered with the following state regulators: Kansas, Missouri, Texas, Utah. Matthew is also registered with FINRA and has Series 6, 7, 9, 10, 63, and 65 licenses. Matthew provides portfolio management for individuals, businesses, and investment companies. Matthew specializes in financial planning, educational seminars, and the selection of other advisors. Matthew has experience in farming and ranching.
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
MO
11/27/2019 - Present
Fidelity Personal AND Workplace Advisors (KANSAS CITY MO)
UT
10/05/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IA
Issued 02/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Perschon is the right advisor for you? Invested Better is here to help.
