Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Godfrey is a financial advisor registered with Fidelity Personal And Workplace Advisors. He has been in the financial industry for a number of years. He is registered to offer securities and investment advice in 52 states and has earned the Series 7, 66, and SIE licenses. He is a registered Investment Advisor Representative (IAR) in Colorado and Texas. Matthew Godfrey's main office is located in Greenwood Village, CO and he is associated with the Fidelity Personal And Workplace Advisors branch office in Greenwood Village, CO and Broomfield, CO. Matthew Godfrey has indicated that he provides a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. His current firm manages approximately $1 billion - $10 billion in assets under management and has over 13,000 clients.
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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CO
07/24/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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