Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Heard is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with a total of $1 billion - $10 billion in regulatory assets under management. Matthew is a Series 7 and Series 66 licensed investment advisor, and has been working in the industry since 2006. Fidelity Personal And Workplace Advisors provides portfolio management for individuals and businesses. Matthew is licensed to provide advisory services in all states except for the District of Columbia.
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
GA
02/01/2023 - Present
Fidelity Personal AND Workplace Advisors (GAINESVILLE GA)
GA
08/09/2021 - 01/05/2022
J.P. MORGAN SECURITIES LLC (Cumming GA)
GA
07/17/2019 - 12/06/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Suwanee GA)
GA
09/25/2015 - 07/08/2019
EDWARD JONES (SUWANEE GA)
GA
11/20/2006 - 10/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE GA)
FL
05/01/2006 - 08/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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