Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fitzgerald is a financial advisor with Principal Securities, Inc. in SAINT LOUIS, MO. Matthew has been in the industry since May 10, 2000, and holds the Series 7, Series 63, Series 65, and SIE licenses. Matthew has a designation as a Certified Financial Planner. Matthew also owns Fitzgerald Financial Advisors, LLC, which is a fixed insurance, life, disability income, long-term care, annuity, and investment related company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MO
06/17/2021 - Present
Principal Securities, Inc. (SAINT LOUIS MO)
MO
09/03/2008 - 09/30/2016
NATIONAL PLANNING CORPORATION (ST. LOUIS MO)
MO
12/02/2003 - 09/11/2008
AIG RETIREMENT ADVISORS, INC. (ST. LOUIS MO)
MN
12/01/2001 - 10/09/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
08/08/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NY
03/17/2000 - 08/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Fitzgerald is the right advisor for you? Invested Better is here to help.
