Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Matthew Silk is a financial advisor with LPL Financial LLC and Northeast Planning Associates, Inc. Don has been in the financial services industry since 1992 and has been registered with the state of New Hampshire since 2004. Don holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Don is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
08/29/2016 - Present
LPL Financial LLC (ROCHESTER NH)
NH
11/13/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (PORTSMOUTH NH)
MA
09/28/1992 - 11/13/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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