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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 Jacobson is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the industry since 2021 and is licensed in multiple states. Matthew specializes in providing financial planning, portfolio management, and educational seminars. Matthew has experience working with individuals, corporations, 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
IL
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
08/20/2021 - 10/18/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
BOTH
Issued 03/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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