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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 Subbiondo is a financial advisor with Fidelity Personal And Workplace Advisors. Matthew has been working in the financial services industry since June 2005. Matthew has a broad range of experience, having worked at E*TRADE Securities LLC, AXA Advisors, LLC, and LAIDLAW & COMPANY (UK) LTD. in the past. Matthew is a registered representative and investment advisor representative with FINRA and the states of New York and Texas. Matthew is also licensed in 25 states and specializes in providing financial planning, portfolio management, and educational seminars. Matthew is committed to providing his clients with personalized financial advice to help them reach 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
NY
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/03/2023 - 07/12/2023
MORGAN STANLEY (New York NY)
NY
03/20/2009 - 07/12/2023
E*TRADE SECURITIES LLC (New York NY)
NY
01/11/2006 - 09/19/2008
AXA ADVISORS, LLC (LAKE SUCCESS NY)
NA
12/03/2004 - 12/16/2005
LAIDLAW & COMPANY (UK) LTD. (LONDON )
BOTH
Issued 08/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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