Unclaimed
Matthew M. Jenkins is an investment advisor representative at Fidelity Personal And Workplace Advisors. Matthew has been in the industry since August 4, 2008. Matthew has passed the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, the General Securities Sales Supervisor - Options Module Examination, the General Securities Sales Supervisor - General Module Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Matthew is registered in 53 states and the District of Columbia. Matthew works in the American Fork, UT branch office of Fidelity Personal And Workplace Advisors.
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
UT
03/11/2020 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
BOTH
Issued 02/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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