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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 Vernon Schouviller is a financial advisor with over 16 years of experience. Matthew has been registered with Fidelity Personal and Workplace Advisors since June 2021. Prior to this, he worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Matthew is a Series 6, 7, 9, 10, 63 and 66 licensed professional and holds the SIE designation.
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
KY
09/08/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MN
05/12/2011 - 05/04/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
MN
11/05/2007 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
09/07/2005 - 11/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/12/2004 - 08/03/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/2/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/6/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2005
Series 7 - General Securities Representative Examination
BC
Issued 5/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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