Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jory is a financial advisor who has been working in the industry since 2019. Matthew is a Certified Financial Planner and a Chartered Financial Consultant. Matthew currently works at Fidelity Personal And Workplace Advisors. Before joining Fidelity Personal And Workplace Advisors, Matthew worked at Northwestern Mutual Investment Services, LLC. Matthew has a Series 63, Series 66 and Series 7 licenses. Matthew is registered in 21 states, including Tennessee, Texas, Alabama, California, Florida, Georgia, Illinois, Kansas, Kentucky, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, South Carolina, Virginia. Matthew is also registered as an Investment Advisor Representative in Tennessee and Texas.
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.
1
2
TN
09/27/2023 - Present
Fidelity Personal AND Workplace Advisors (KNOXVILLE TN)
CA
06/01/2019 - 08/09/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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