Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Smith is a registered investment advisor with Fidelity Personal and Workplace Advisors. He is licensed to provide financial advice in a range of areas, including investment management, financial planning, and educational seminars. Matthew has been a registered investment advisor for over 20 years. His experience includes working at Fidelity Brokerage Services, LLC, as well as Investment Management Corporation. Matthew has a diverse background in the financial industry and is dedicated to helping clients meet 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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
11/16/2004 - 12/31/2004
INVESTMENT MANAGEMENT CORPORATION (BOUNTIFUL UT)
RI
10/19/1995 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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