Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Roper is an investment advisor representative and has been in the industry since 2001. Mathew is currently registered with Lincoln Investment and has been with the firm since 2009. Mathew has been registered with the state of Washington since 2009 and is also registered with the state of Texas. Mathew has experience with a variety of investment firms, including Great American Advisors, PMG Securities Corporation, PCS Securities, Inc., DP Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mathew has a strong background in securities trading and has passed the Series 7 and Series 66 exams. Mathew is also a Certified Financial Planner (CFP) and has a deep understanding of insurance products.
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.
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.
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
WA
01/02/2009 - Present
Lincoln Investment (RENTON WA)
WA
02/15/2005 - 12/31/2008
GREAT AMERICAN ADVISORS, INC. (RENTON WA)
IL
10/07/2003 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CA
04/05/2002 - 11/11/2002
PCS SECURITIES, INC. (SAN DIEGO CA)
CA
12/11/2000 - 10/14/2002
DP SECURITIES, INC. (SAN DIEGO CA)
MN
10/20/1998 - 12/16/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1998 - 12/16/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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