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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 Brody Perschon is a financial advisor who has been in the industry since 2006. Matthew is currently registered with Fidelity Personal And Workplace Advisors in Boston, Massachusetts. Matthew has experience in financial planning, portfolio management, and educational seminars.
KANSAS CITY, MO
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
MO
11/27/2019 - Present
Fidelity Personal AND Workplace Advisors (KANSAS CITY MO)
UT
10/05/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IA
Issued 2/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 9/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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