Unclaimed
Matthew William Fagan is a registered representative of Amundi Asset Management US, Inc. Matthew has been active in the financial services industry since 2021. He is a Series 66 and Series 63 licensed professional, in addition to holding Series 7 and Series 6 licenses. Matthew is registered with the state of Massachusetts.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/12/2022 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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