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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lujan is a financial advisor with Fidelity Personal And Workplace Advisors in Durham, NC. Matthew has been in the financial industry since 2010 and has experience in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Matthew is registered with the state of North Carolina and Texas as a Registered Investment Advisor. Matthew is committed to providing his clients with personalized financial advice and helping them 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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2
NC
08/04/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
TX
05/12/2020 - 07/14/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
11/05/2010 - 06/29/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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