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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 Comerford is an investment advisor representative with Fisher Investments in Plano, TX. Matthew has been in the industry since 2006, previously working with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Matthew has a series 6, 7, and 66 license as well as a Series 63. Matthew is a member of the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in Texas and Washington. Matthew focuses on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Matthew is committed to providing high-quality investment advice to help his clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/17/2017 - Present
Fisher Investments (PLANO TX)
CA
01/01/2008 - 11/16/2017
FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)
MA
08/14/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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