Unclaimed
Matthew Werner Fehmel is a financial advisor with over 6 years of experience in the industry. Matthew is currently registered with Equitable Distributors, LLC. Prior to that, Matthew was with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Matthew holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE. Matthew is licensed in 13 states, including Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, Rhode Island, Vermont, Virginia, West Virginia, and Wisconsin.
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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2
NC
03/01/2024 - Present
Equitable Distributors, LLC (Charlotte NC)
MA
06/23/2017 - 01/23/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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