Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lord is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Matthew has been in the industry since January 12, 2012. Matthew is registered with the following regulatory authorities: FINRA, Kansas, and Texas. Matthew has a Series 6, Series 7, Series 63, and Series 66 licenses. Fidelity Personal AND Workplace Advisors is a large investment advisory firm with over $818 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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
TX
09/20/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MO
09/16/2022 - 08/07/2023
J.P. MORGAN SECURITIES LLC (Blue Springs MO)
KS
04/04/2018 - 10/21/2020
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
09/02/2014 - 03/06/2018
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
09/14/2011 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BOTH
Issued 01/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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