Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rasmussen is a financial advisor at Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry since January 2016. Matthew is licensed in Illinois and Texas, as well as 27 other states. Matthew is also registered with the Financial Industry Regulatory Authority (FINRA). Matthew holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. Matthew has a diverse background, having worked at National Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E*TRADE SECURITIES LLC prior to joining Fidelity Personal And Workplace Advisors. Matthew also owns and operates a real estate rental property management company.
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
IL
04/12/2023 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
01/15/2020 - 03/02/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
12/19/2016 - 01/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
11/16/2015 - 11/23/2016
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 04/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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