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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Voelker is an Investment Advisor Representative with Fidelity Personal AND Workplace Advisors. He is a registered investment advisor in California, Nevada, and Texas. Matthew has been in the financial industry since 1990 and has a strong background in financial planning and portfolio management. He holds several licenses and designations, including Series 6, 7, 10, 26, 51, 63, and 65. Matthew's specializations include retirement planning, college savings, and estate planning. He works with a variety of clients, including individuals, families, and businesses.
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
CA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (GRANITE BAY CA)
NJ
05/25/1990 - 10/28/2014
PRUCO SECURITIES, LLC. (CHESTER NJ)
NJ
05/25/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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