Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Parrett is a financial advisor at Assetmark, Inc. He is registered with the state of Massachusetts. Matthew Michael Parrett has been in the financial services industry since June 6, 2016 and has experience with John Hancock Distributors LLC, Northern Lights Distributors, LLC, Pioneer Funds Distributor, Inc. and Fidelity Brokerage Services LLC. Matthew Michael Parrett is a registered investment advisor representative with Assetmark, Inc., and specializes in providing investment advice to high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and investment companies. He is also involved in providing investment advice for model portfolios. His firm, Assetmark, Inc. manages approximately $65 billion in assets and has over 90,000 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CA
09/16/2021 - Present
Assetmark, Inc. (CONCORD CA)
MA
01/04/2021 - 02/01/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NE
10/30/2018 - 10/16/2020
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
01/07/2015 - 04/10/2017
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NH
07/14/2014 - 01/02/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Parrett is the right advisor for you? Invested Better is here to help.
