Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Klenke is a financial advisor at Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Matthew has been in the financial services industry since 2015. Matthew holds Series 6, 7, 63 and 66 licenses. Matthew has experience with Morgan Stanley, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments 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.
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
FL
10/16/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/05/2018 - 09/01/2023
MORGAN STANLEY (Ponte Vedra Beach FL)
FL
11/14/2016 - 06/22/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
08/28/2015 - 12/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/24/2015 - 09/01/2015
PFS INVESTMENTS INC. (JACKSONVILLE FL)
BOTH
Issued 09/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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