Unclaimed
Matthew William Davis is a financial professional registered with Fidelity Brokerage Services LLC. Matthew has been in the financial services industry since June 2017 and has a Series 7, Series 9, Series 10, and Series 63 licenses. Matthew holds active registrations in Kentucky, Massachusetts, Texas, and Utah.
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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KY
06/29/2017 - Present
Fidelity Brokerage Services LLC (INDEPENDENCE KY)
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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