Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jewell is a financial professional with over 16 years of experience in the financial services industry. Matthew is currently registered with National Financial Services LLC and holds the Series 63, Series 66, Series 7, and SIE licenses. Matthew previously worked at Fidelity Brokerage Services LLC.
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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TX
01/31/2022 - Present
National Financial Services LLC (WESTLAKE TX)
TX
08/04/2006 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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