Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Craig Huxtable is a financial advisor at Fidelity Personal AND Workplace Advisors in Oakdale, MN. Matthew has been in the industry since 2003 and is registered to provide investment advice in Minnesota, Texas, and Wisconsin. Matthew has a strong background in investments and financial planning, and is dedicated to providing personalized advice and service to his clients.
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.
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MN
09/07/2023 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
CO
09/13/2022 - 03/17/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MN
02/12/2021 - 02/25/2022
PRINCIPAL SECURITIES, INC. (LAKE ELMO MN)
DC
03/30/2016 - 01/06/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MN
06/05/2014 - 05/14/2015
SII INVESTMENTS, INC. (BURNSVILLE MN)
MN
06/25/2013 - 02/06/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
IL
08/01/2012 - 08/14/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
WI
03/17/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (HUDSON WI)
MN
09/10/2009 - 11/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PAUL MN)
MN
07/25/2005 - 07/23/2009
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
CA
01/23/2001 - 07/11/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
04/24/2000 - 12/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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