Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davison is an Investment Advisor Representative and Registered Representative with over 5 years of experience in the financial services industry. Matthew Davison is currently registered with Fidelity Personal AND Workplace Advisors, and has also been registered with other firms. Matthew Davison is licensed to provide investment advice in 53 states and has a wide range of certifications and licenses. Matthew Davison specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and institutions. Matthew Davison has extensive experience working with clients across various industries and asset classes.
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
FL
08/10/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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