Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Johnathan Wong is a registered investment advisor representative. Matthew has been in the financial services industry for over 20 years. Matthew is currently registered with Fidelity Personal and Workplace Advisors. Matthew is licensed in Kentucky and Texas. Prior to Fidelity Personal and Workplace Advisors, Matthew was registered with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc.. Matthew is a Series 63, 66, and 7 licensed representative. Matthew has a broad range of experience in financial planning, portfolio management, and retirement planning.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (UNION KY)
RI
06/16/2000 - 05/30/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/12/1998 - 06/12/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Wong is the right advisor for you? Invested Better is here to help.
