Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Murray is a financial advisor with Fidelity Personal and Workplace Advisors. Matthew is based in Howell, MI and has been in the industry since June 12, 2014. Matthew offers portfolio management services for individuals and businesses. He is a Registered Representative (RA) in Michigan and Texas and has a Series 66, Series 7, SIE, and Series 6 license. Matthew has previously worked at WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC.
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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MI
01/21/2022 - Present
Fidelity Personal AND Workplace Advisors (HOWELL MI)
FL
04/11/2019 - 07/20/2021
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
FL
06/21/2013 - 10/09/2018
J.P. MORGAN SECURITIES LLC (LAKEWOOD RANCH FL)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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