Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Shubley is a financial advisor with Fidelity Personal AND Workplace Advisors. Matthew is licensed to provide investment advice in 26 states and has a Series 7, 66, and SIE license. Prior to joining Fidelity, Matthew worked as a golf performance coach and was self-employed. Matthew's previous employment includes working at Lakeridge Links Golf Course, Golf Performance Coaches, and Sacred Heart University. Matthew is a highly experienced professional with over 10 years of experience in the financial services industry. Matthew is committed to providing his clients with the highest quality of service and is dedicated to helping them achieve their financial goals.
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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MA
10/09/2023 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON MA)
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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