Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDermott is a financial advisor associated with Fidelity Personal And Workplace Advisors. Matthew has been in the industry since 2004. Matthew is registered to provide investment advice in Rhode Island and Texas. Matthew's firm manages over $818 billion in assets and services a range of client types, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew is also able to offer financial planning and investment management services.
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
RI
12/12/2018 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
MA
01/06/2003 - 01/18/2012
SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)
NY
03/06/2000 - 03/01/2002
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
RI
10/22/1997 - 03/13/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 04/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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