Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Burkart is a financial advisor at Fidelity Personal and Workplace Advisors. Matthew has been in the financial industry since 2015. Prior to joining Fidelity Personal and Workplace Advisors, Matthew was a financial advisor at Larson Financial Securities, LLC. Matthew has a Series 66, Series 24, Series 34, Series 3, and Series 7 license. Matthew is also a Certified Financial Planner. Matthew provides financial planning and portfolio management services to individuals, businesses, 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.
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2
MO
04/25/2022 - Present
Fidelity Personal AND Workplace Advisors (ST CHARLES MO)
MO
06/01/2021 - 08/04/2021
LARSON FINANCIAL SECURITIES, LLC (CHESTERFIELD MO)
MO
09/19/2017 - 01/06/2021
TD AMERITRADE, INC. (St Louis MO)
MO
02/08/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
02/24/2014 - 01/21/2016
VSR FINANCIAL SERVICES, INC. (NORTH KANSAS CITY MO)
MO
11/03/2011 - 12/20/2012
AXA ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 02/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/06/2018
Series 3 - National Commodity Futures Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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