Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Purcell is a financial professional with over 5 years of experience in the securities industry. Matthew has held previous roles at TJM Investments, LLC and Citigroup Global Markets Inc., gaining experience in both the broker-dealer and investment advisor spaces. Matthew currently holds a Series 4, Series 7 and Series 63 license, as well as the SIE exam. Matthew is registered with Fidelity Brokerage Services LLC, a broker-dealer that provides financial services to a variety of clients.
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
UT
09/20/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
IL
09/07/2018 - 08/13/2021
TJM INVESTMENTS, LLC (CHICAGO IL)
NY
03/14/2016 - 12/06/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Purcell is the right advisor for you? Invested Better is here to help.
