Matthew
Green
Fidelity Personal And Workplace Advisors
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About this Advisor
Matthew Green is a financial advisor based in Sacramento, California, working with Fidelity Personal And Workplace Advisors. Matthew has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Hightower Advisors, Northwestern Mutual, Fidelity Investments, Fidelity Personal And Workplace Advisor, Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, St. Mary's College Of California, Breathalyzers For Fire Fighters, Poshmark, Breathalyzers For Firefighters, and Jmg To The Moon. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Fidelity Personal And Workplace Advisors, which operates out of Sacramento, California. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Matthew Green Work History
Fidelity Investments
Jmg To The Moon
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Breathalyzers For Fire Fighters
Breathalyzers For Firefighters
Fidelity Investments
Fidelity Personal And Workplace Advisor
Fidelity Brokerage Services LLC
Poshmark
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual
Hightower Advisors
St. Mary'S College Of California
Disclosures
Please visit the SEC profile of Matthew Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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