Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michener is a financial professional with over 20 years of experience in the financial services industry. Matthew is currently registered with National Financial Services LLC, where they have been employed since April 2019. Prior to that, Matthew worked for Fidelity Investments Institutional Services Company, Inc. for over 10 years. Matthew has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. They hold Series 6, 26, and 51 securities licenses.
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.
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RI
04/02/2019 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
05/18/2007 - 02/28/2019
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
10/07/1999 - 11/04/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/07/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/19/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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