Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Taylor is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Matthew has been active in the industry since 2000. He has worked at various firms such as Cantor Fitzgerald & Co., BTIG, LLC, and J.P. Morgan Securities Inc. Matthew holds various licenses including Series 63, Series 65, Series 7, Series 10, and Series 9. Matthew specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
01/12/2011 - 08/12/2014
CANTOR FITZGERALD & CO. (CHICAGO IL)
IL
01/05/2009 - 10/13/2010
BTIG, LLC (CHICAGO IL)
IL
03/14/2000 - 12/18/2008
J.P.MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IA
Issued 01/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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