Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Garofalo is a financial advisor with Fidelity Personal And Workplace Advisors in Ann Arbor, MI. Matthew has over 10 years of experience in the financial services industry. He is registered with the state of Michigan and Texas to offer investment advisory services. His previous experience includes working as a financial advisor at UBS Financial Services Inc. and AXA Advisors, LLC. Matthew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MI
08/11/2020 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
NJ
11/03/2011 - 03/13/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
08/24/2009 - 02/24/2011
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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