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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 David Chanda is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Matthew has been in the industry since June 2019. Matthew is licensed to offer investment products and services in 52 states and the District of Columbia. Matthew specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Matthew holds Series 7, 9, 10, 66 and SIE securities licenses. Matthew previously held a Series 66 registration with Avantax Investment Services, Inc. and Series 7, 66, and SIE licenses with Edward Jones. Matthew has been employed by Fidelity Personal And Workplace Advisors since September 2021 and has worked in the financial industry since 2015.
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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2
NH
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NJ
06/30/2020 - 09/14/2021
AVANTAX INVESTMENT SERVICES, INC. (Pennington NJ)
NJ
02/21/2020 - 06/02/2020
MML INVESTORS SERVICES, LLC (PARAMUS NJ)
NJ
01/28/2019 - 12/17/2019
EDWARD JONES (Wayne NJ)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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