Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Huelsman is a financial advisor with over 20 years of experience in the financial industry. He is registered to sell securities in Kentucky, Massachusetts, Texas and Utah. Matthew is currently employed by Fidelity Brokerage Services LLC and has previously worked at VALIC Financial Advisors, INC. Matthew has passed the Series 6, 7, 9, 10 and 63 exams and the SIE exam.
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
KY
04/07/2006 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
TX
07/12/2004 - 11/16/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Huelsman is the right advisor for you? Invested Better is here to help.
