Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKenna is a financial advisor registered with Fidelity Personal and Workplace Advisors. Matthew has been in the financial services industry since 1993 and has a wide range of experience, including working for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Matthew is also a registered investment advisor in Massachusetts and Texas. Matthew has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals. Matthew holds Series 63, 65, 66, 7, 9, and 10 licenses and has a strong understanding of the financial markets.
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
MA
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
02/29/2008 - 09/25/2019
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
09/21/2000 - 02/29/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
11/19/1993 - 09/21/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
02/27/1992 - 07/12/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Matthew McKenna is the right advisor for you? Invested Better is here to help.
