Matthew Perrings (CRD# 7005572) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in North Ridgeville, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Nov 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Jan 2019 - Oct 2021 | 2 |
| Axa Advisors, LLC | New York, NY | Jan 2019 - Jun 2020 | 1 |
| Unemployed | North Ridgeville, OH | Feb 2018 - Jan 2019 | < 1 |
| Kaplans Furniture | North Olmsted, OH | Dec 2017 - Feb 2018 | < 1 |
| Unemployed | North Ridgeville, OH | Aug 2017 - Dec 2017 | < 1 |
| Key Bank | Avon Lake, OH | Nov 2016 - Aug 2017 | < 1 |
| Levin Furniture | Avon, OH | Nov 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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