Unclaimed
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. Matthew has been working in the financial services industry since November 17, 2011. Matthew holds Series 7, 9, 10, 24, 66 and SIE licenses. Matthew has worked for USAA Investment Services Company, USAA Financial Advisors, Inc., USAA Life Insurance Company and Security Service Federal Credit Union prior to joining Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors provides a variety of financial services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 12/1/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/5/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/3/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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