Unclaimed
Matthew Morrison is a financial advisor who has been working in the financial services industry since 2016. He is currently registered with Fidelity Brokerage Services LLC. Matthew holds the Series 63, Series 7, Series 9, and Series 10 securities licenses. He is also registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Matthew's primary focus is on providing investment advice to individual investors.
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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CO
04/04/2016 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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