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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 Christopher Faubion is an investment advisor representative at Fisher Investments. Matthew has been in the industry since July 4, 2008. Matthew has a Series 63, Series 66, Series 7, Series 9 and Series 10 licenses. Matthew also passed the Securities Industry Essentials Exam. Matthew was previously registered with Fidelity Brokerage Services LLC. Matthew Christopher Faubion has specializations in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles and Financial Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/19/2022 - Present
Fisher Investments (PLANO TX)
KS
07/04/2008 - 04/11/2022
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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