Matthew
Wells
Fidelity Personal And Workplace Advisors
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About this Advisor
Matthew Wells is a financial advisor based in Lees Summit, Missouri, working with Fidelity Personal And Workplace Advisors. Matthew has previously held positions at Us Bancorp Investments, Inc, Bank Of America Merrill Lynch, Scottrade, Select Quote, Gwfs Equities, Bmo Harris Financial Advisors, Inc, Waddell & Reed, Inc, State Farm, Mylo - A Lockton Company, Lockton Companies, Forrest T. Jones & Company Inc Dba Ftj Retirement Advisors, Fidelity Security Life Insurance Co, Fidelity Investments, and Planmember Securities Corporation. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Matthew is part of Fidelity Personal And Workplace Advisors, which operates out of Lees Summit, Missouri. 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 Wells Work History
Fidelity Investments
Lockton Companies
Forrest T. Jones & Company Inc Dba Ftj Retirement Advisors
Fidelity Security Life Insurance Co
Planmember Securities Corporation
Waddell & Reed, Inc
State Farm
Mylo - A Lockton Company
Gwfs Equities
Bmo Harris Financial Advisors, Inc
Select Quote
Bank Of America Merrill Lynch
Scottrade
Us Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Matthew Wells 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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