Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Parnick is a financial advisor with Fidelity Personal AND Workplace Advisors in WESTLAKE, TX. Matthew has been in the industry since May 2019. He has licenses for both securities and investment advising. Matthew holds the Series 7TO, Series 9, Series 10, and Series 66 securities licenses. He is registered in all 50 states for securities and in Texas for investment advising. Matthew has been with Fidelity Brokerage Services LLC since January 2019.
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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TX
12/23/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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