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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 Saxton Hickok is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been in the financial services industry since December 17, 2013. Matthew is a registered investment advisor representative in Texas. Matthew holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Matthew's prior experience includes positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, WELLS FARGO CLEARING SERVICES, LLC and PRINCIPAL SECURITIES, INC.. Matthew specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and state or municipal government entities.
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.
1
2
TX
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
08/28/2019 - 04/27/2022
WELLS FARGO CLEARING SERVICES, LLC (TOMBALL TX)
TX
11/15/2016 - 03/22/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HOUSTON TX)
CA
10/26/2011 - 05/05/2016
PRINCIPAL SECURITIES, INC. (IRVINE CA)
BOTH
Issued 01/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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