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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 Garry is a financial advisor associated with Fidelity Personal and Workplace Advisors. Matthew Garry has been working in the financial industry for over 11 years and is registered as a broker with the state of Connecticut and New York, and as an investment advisor representative in Texas. Matthew Garry has also passed the Series 6, Series 7, and Series 63 exams as well as the SIE exam. Northwestern Mutual Investment Services, LLC was Matthew Garry's previous employer. Matthew Garry currently works at the Fidelity Personal and Workplace Advisors office located at 1271 AVENUE OF THE AMERICAS in NEW YORK, NY.
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
NY
11/05/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
04/10/2012 - 04/03/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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