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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 Clancy is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew Clancy has been in the financial services industry since December 2, 1996. Matthew Clancy is registered with FINRA as a general securities representative (Series 7) and has passed the Securities Industry Essentials Examination. Matthew Clancy is also registered with the states of New Jersey and Texas as an Investment Advisor Representative. Matthew Clancy has been registered with the state of New Jersey as a broker since 2015 and with the state of New York as a broker since 2015. Matthew Clancy previously worked at Sanford C. Bernstein & Co., LLC in White Plains, NY and Sanford C. Bernstein & Co., INC. in New York, NY.
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
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MONTVALE NJ)
NY
12/07/2000 - 04/15/2015
SANFORD C. BERNSTEIN & CO., LLC (WHITE PLAINS NY)
NY
12/03/1996 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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