Unclaimed
Matthew Vallejo is a registered representative with Fidelity Brokerage Services LLC. Matthew has been in the securities industry since 2014 and has experience in several states including Arizona, California, Colorado, Indiana, Minnesota, Nevada, Ohio, Oregon, Texas, Utah, and Washington. Matthew holds the Series 63, Series 7 and SIE licenses. Matthew was previously employed by Vanguard Marketing Corporation.
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.
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.
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2
RI
09/11/2018 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
08/29/2014 - 08/27/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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