Unclaimed
Matthew Eddington is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Matthew has been in the financial industry since January 8, 2020, and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Matthew is a licensed and registered representative in 52 states and the District of Columbia, as well as in Texas and Utah for investment advisory services. Matthew's practice focuses on providing financial planning, educational seminars, and portfolio management services to a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
UT
10/06/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/11/2023 - 08/15/2023
MORGAN STANLEY (Sandy UT)
UT
05/05/2022 - 08/15/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/01/2019 - 04/12/2022
EDWARD JONES (CENTERVILLE UT)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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