Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Patrick Farmer is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry for over 8 years. Matthew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 66 licenses. Matthew is a licensed insurance agent in all states except Rhode Island. Matthew has a Bachelor of Arts degree in Business Administration from the University of Rhode Island.
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.
1
2
RI
05/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
01/07/2023 - 08/15/2023
EQUITABLE ADVISORS, LLC (WARWICK RI)
RI
06/01/2016 - 06/07/2016
PRUCO SECURITIES, LLC. (WARWICK RI)
BOTH
Issued 04/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew Farmer is the right advisor for you? Invested Better is here to help.
