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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 Rogal is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry since October 2011. Matthew has passed the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Matthew has registrations in 52 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Matthew's firm, Fidelity Personal And Workplace Advisors, is headquartered in Boston, Massachusetts. Fidelity Personal And Workplace Advisors has more than 1,991,043 accounts and $818,776,100,963 in assets under management. Fidelity Personal And Workplace Advisors provides advisory services including financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal And Workplace Advisors primarily manages assets for high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
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)
MI
10/01/2012 - 07/25/2013
J.P. MORGAN SECURITIES LLC (TROY MI)
MI
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROWNSTOWN TWP MI)
BOTH
Issued 06/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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