Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vella is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Matthew has been in the securities industry since 2008. Matthew is licensed in ten states, and holds the following securities licenses: Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65. Matthew is also a registered principal with Fidelity Personal And Workplace Advisors. Matthew has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Morgan Stanley.
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
08/23/2023 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
01/03/2023 - 08/15/2023
MORGAN STANLEY (Garden City NY)
NY
10/14/2011 - 08/15/2023
E*TRADE SECURITIES LLC (Garden City NY)
NY
11/23/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/18/2008 - 11/11/2009
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
IA
Issued 04/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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