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Mathieu Fairband is a financial advisor with over 23 years of experience in the industry. Mathieu is currently registered with LPL Financial LLC in Ohio and Texas. Mathieu has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Mathieu has a passion for helping people achieve their financial goals and is committed to providing personalized advice and service.
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
OH
08/29/2024 - Present
LPL Financial LLC (TROY OH)
OH
09/22/2017 - 07/21/2021
WADDELL & REED (TROY OH)
OH
03/24/2005 - 09/26/2017
U.S. BANCORP INVESTMENTS, INC. (PICQUA OH)
CA
05/02/2001 - 03/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/02/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
03/03/1999 - 01/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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