Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Olson is a financial advisor at Fidelity Personal and Workplace Advisors. Matthew has been in the financial services industry for over 10 years. Matthew has a Series 7, 10, 24, 66, and SIE license. Matthew has passed the General Securities Representative Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Principal Examination, the Uniform Combined State Law Examination, and the Securities Industry Essentials Examination. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 53 states as a broker-dealer. Matthew provides financial planning, educational seminars, and selection of other advisors to individuals and businesses. Matthew is also an Investment Advisor Representative and provides portfolio management for individuals and businesses.
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
TX
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MN
11/24/2010 - 11/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
02/19/2010 - 11/10/2010
WADDELL & REED, INC. (BLOOMINGTON MN)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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