Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel Fitch is a financial advisor with over 18 years of experience in the financial services industry. Matthew is currently registered with Great Valley Advisor Group, Inc., a registered investment advisor. Matthew previously worked at Feltl & Company, LPL Financial LLC, Mutual Service Corporation, Wachovia Securities, LLC, and Wells Fargo Investments, LLC. Matthew holds several licenses, including Series 7, Series 24, and Series 66. Matthew specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Matthew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting services
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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2
DE
06/24/2015 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
11/30/2012 - 06/22/2015
FELTL & COMPANY (INVER GROVE HEIGHTS MN)
MN
09/29/2009 - 12/14/2012
LPL FINANCIAL LLC (ALBERTVILLE MN)
MN
01/16/2009 - 10/07/2009
MUTUAL SERVICE CORPORATION (ALBERTVILLE MN)
MN
01/01/2008 - 01/22/2009
WACHOVIA SECURITIES, LLC (MINNETONKA MN)
MN
08/14/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINNETONKA MN)
MN
08/16/2004 - 08/14/2006
WELLS FARGO INVESTMENTS, LLC (ROGERS MN)
BOTH
Issued 11/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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