Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jacobs is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew has been in the financial industry for less than 1 year, and has a Series 7TO, Series 63, and Series 66 license, as well as a SIE designation. Matthew has a background in various fields and is a graduate of Saint Anselms College and the University of Massachusetts Lowell. Fidelity Personal and Workplace Advisors is an independent firm that offers advisory services to individuals, businesses, and retirement plans. Fidelity Personal and Workplace Advisors has approximately $1 billion to $10 billion under management.
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
NH
02/29/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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