Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Korongy is a financial advisor with Fidelity Personal and Workplace Advisors, based in Morristown, NJ. Matthew Korongy has been working in the financial industry since 1991, holding licenses in New Jersey, New York, and Pennsylvania. Matthew has previously worked for a number of firms, including Morgan Stanley, E*TRADE Securities LLC, and Citigroup Global Markets Inc. Matthew holds several licenses, including Series 7, 63, 24, 52TO, 53, and 65. Matthew specializes in providing financial advice to individuals, businesses, and charitable organizations.
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
NJ
09/18/2024 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
03/28/2023 - 05/16/2024
MORGAN STANLEY (Jersey City NJ)
NJ
11/06/2019 - 09/05/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NY
10/09/2002 - 10/15/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/01/2001 - 09/23/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
02/07/1996 - 09/01/2001
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
10/04/1991 - 02/05/1996
LEBENTHAL & CO., INC. (NEW YORK NY)
IA
Issued 12/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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