Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew W. Fry is a financial advisor with over 18 years of experience in the industry. Matthew Fry is currently registered with Osaic Institutions, Inc. and has previously worked at MORGAN STANLEY, LINCOLN FINANCIAL DISTRIBUTORS, INC., and DELAWARE DISTRIBUTORS, L.P. Matthew Fry holds Series 3, 6, 7, and 66 licenses, as well as the SIE exam, and is a Certified Financial Planner. Matthew Fry's professional experience includes providing financial planning, portfolio management, and educational seminars. Matthew Fry specializes in providing financial services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
12/13/2024 - Present
Osaic Institutions, Inc. (Haverford PA)
PA
09/26/2012 - 03/25/2015
MORGAN STANLEY (BRYN MAWR PA)
PA
05/06/2008 - 08/29/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/17/2006 - 03/28/2008
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BOTH
Issued 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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