Unclaimed
Matthew Pearson is a financial advisor with Fidelity Brokerage Services LLC. Matthew has been working in the financial industry since April 1, 2017. Matthew is licensed to sell securities in 53 states and holds a Series 6, Series 7TO, Series 63, and Series 65 licenses. Prior to joining Fidelity Brokerage Services LLC, Matthew was employed by LPL Financial LLC and M HOLDINGS SECURITIES, INC.
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.
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.
1
2
KY
06/22/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
WA
07/16/2018 - 12/23/2019
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
12/02/2016 - 05/31/2018
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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