Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cartin is an investment advisor representative who has been in the financial services industry for over 20 years. He is currently registered with Fidelity Personal and Workplace Advisors. Matthew is licensed in 22 states, and has Series 7, 63, and 66 licenses. Matthew has experience working with clients of various types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Matthew offers a variety of services to his clients, including financial planning, portfolio management, and educational seminars.
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
GA
10/11/2021 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
02/15/2017 - 05/19/2020
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
08/03/2009 - 01/20/2016
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
CA
08/12/2002 - 09/03/2008
PHOENIX EQUITY PLANNING CORPORATION (LOS ANGELES CA)
NY
12/07/2000 - 03/12/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/15/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Cartin is the right advisor for you? Invested Better is here to help.
