Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Harbinson is an investment advisor representative for Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry for over 10 years. Matthew is registered with the state of New Hampshire and Texas. Matthew is licensed to sell securities in the following states: Massachusetts, New Hampshire, Rhode Island, Texas, and Utah. Matthew is also licensed to provide investment advice in New Hampshire and Texas. Matthew earned the Series 6, 7TO, 9, 10, 63, and 65 licenses and the SIE designation. Matthew is a financial planner and provides financial planning 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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NH
11/22/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
06/05/2018 - 07/10/2019
CITIZENS SECURITIES, INC. (MANCHESTER NH)
IA
Issued 01/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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