Unclaimed
Matthew C. Fitzgerald is a financial professional with over 20 years of experience in the industry. He is currently registered with National Financial Services LLC. Matthew holds the Series 6, 26, 51, and 63 securities licenses. He has previously worked with Fidelity Investments, Putnam Retail Management, MetLife Securities, and Metropolitan Life Insurance Company.
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.
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2
RI
12/09/2022 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
04/01/2019 - 11/29/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
03/21/2005 - 02/28/2019
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
01/29/1998 - 11/21/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
MA
10/25/1996 - 09/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/25/1996 - 09/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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