Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Holmes is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial industry for 7 years. He is registered with the Securities and Exchange Commission and is licensed to sell securities in 53 states. He has passed the Series 66, Series 7, and SIE exams. He has a current employment at Fidelity Personal And Workplace Advisors, and previously worked at Citizens Securities, Inc. and Morgan Stanley. Matthew Holmes is a dedicated financial advisor who is committed to helping his 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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KY
05/18/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MI
03/19/2019 - 03/18/2021
CITIZENS SECURITIES, INC. (DETROIT MI)
MI
07/15/2016 - 03/18/2019
MORGAN STANLEY (FARMINGTON HILLS MI)
BOTH
Issued 09/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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