Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ekman is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry since October 6, 2017. Matthew is registered with the state of Minnesota as an investment advisor representative and is also registered with the state of Texas as an investment advisor representative resident. Matthew has a Series 7 license and a Series 66 license. Matthew specializes in working with individuals and their families, as well as small businesses. Matthew provides a variety of financial services, including investment advice, retirement planning, and college savings plans. Matthew is committed to helping his clients achieve their financial goals.
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
MN
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (MINNETONKA MN)
MN
03/14/2019 - 01/13/2023
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
MN
08/23/2017 - 02/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STILLWATER MN)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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