Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Watt is a financial advisor with LPL Financial LLC. Mathew has been in the financial services industry since 2005 and holds both Series 7 and Series 66 licenses. Mathew has worked for various firms throughout his career, including Thrivernt Investment Management Inc. and Waddell & Reed. Mathew is currently registered in 13 states and offers a variety of financial planning services, including portfolio management, financial planning, and investment advisory services.
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.
1
2
CA
07/21/2021 - Present
LPL Financial LLC (LOS ANGELES CA)
NV
01/24/2020 - 07/21/2021
WADDELL & REED (LAS VEGAS NV)
CA
01/31/2006 - 02/10/2020
LPL FINANCIAL LLC (LOS ANGELES CA)
MN
05/24/2005 - 01/11/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MD
04/12/2000 - 09/15/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mathew Watt is the right advisor for you? Invested Better is here to help.
