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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 R. Tucker is a financial advisor registered with Fidelity Personal And Workplace Advisors. Matthew Tucker has been a registered representative in the securities industry since September 2012. Matthew Tucker's office is located in Thousand Oaks, California, and he is licensed to provide securities advice in 16 states. In addition to providing financial advice, Matthew Tucker also holds the Certified Financial Planner designation. Matthew Tucker has previously worked for Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. His firm manages approximately $1 billion to $10 billion in assets.
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
CA
05/13/2020 - Present
Fidelity Personal AND Workplace Advisors (THOUSAND OAKS CA)
NH
01/29/2018 - 12/27/2018
CHARLES SCHWAB & CO., INC. (MANCHESTER NH)
NH
09/03/2012 - 01/18/2018
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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