Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Petralia is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew has been in the financial industry for over 26 years and has a Series 6, 7, 26, and 66 license. Matthew has experience working with a variety of clients, including individuals, businesses, and institutions. Matthew is committed to providing personalized financial advice that helps clients achieve their financial goals.
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
MA
10/26/2023 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
FL
05/01/2019 - 08/10/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
RI
09/04/2007 - 04/09/2019
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
04/13/1999 - 08/30/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
NJ
10/28/1996 - 04/08/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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