Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Megin is an investment advisor representative with Fidelity Personal And Workplace Advisors, registered in NV, TX and other states. Matthew has been working in the financial industry for over 17 years. Matthew also holds the Series 63, 66, 7, 9, and 10 licenses. Prior to joining Fidelity, Matthew was registered with several firms, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., and Accelerated Capital Group. Matthew has a wide range of experience in the financial industry, and is dedicated to providing personalized financial planning and investment advice to 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.
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
NV
03/18/2021 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
NV
05/16/2019 - 03/03/2021
CITIGROUP GLOBAL MARKETS INC. (Las Vegas NV)
NV
10/22/2015 - 05/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)
NV
12/17/2013 - 02/05/2015
VALIC FINANCIAL ADVISORS, INC. (RENO NV)
NV
02/27/2013 - 12/18/2013
ACCELERATED CAPITAL GROUP (LAS VEGAS NV)
MA
05/26/2004 - 08/02/2012
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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