Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kools is a financial advisor who has been in the industry since 2007. He is currently registered with Fidelity Brokerage Services LLC. Matthew has a wide range of licenses and registrations including Series 7, Series 9, Series 10, and Series 63. He is registered in 53 states, which means he is able to offer investment advice to clients nationwide. Matthew's expertise spans various financial services.
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.
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.
1
2
KY
07/10/2007 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Kools is the right advisor for you? Invested Better is here to help.
