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 Trento is a Financial Advisor with Fidelity Brokerage Services LLC. Matthew has over 27 years of experience in the financial services industry. Matthew holds Series 6, 26, 63, 99TO, and SIE licenses. Matthew's previous experience includes working with NATIONAL FINANCIAL SERVICES LLC and COLUMBIA FUNDS DISTRIBUTOR, INC.
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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2
MA
09/07/2018 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
11/01/2004 - 07/05/2017
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
03/01/1995 - 09/15/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NA
10/11/1994 - 03/01/1995
COLONIAL INVESTMENT SERVICES
NC
02/24/1994 - 08/26/1994
KEYSTONE DISTRIBUTORS, INC. (CHARLOTTE NC)
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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