Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathilda? Claim Your ProfileMathilda Spiers is a financial advisor at LPL Financial LLC in Dunedin, Florida. Mathilda has been in the financial industry since September 8, 2019. Mathilda is registered with the state of Florida and is also registered with FINRA. Mathilda has a Series 7, Series 66, and SIE licenses. Mathilda has experience working with individuals, corporations, high net worth individuals, pension and profit sharing plans, charitable organizations, and investment clubs. Mathilda's previous employment was with Equitable Advisors, LLC in Folsom, California.
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
FL
10/18/2023 - Present
LPL Financial LLC (DUNEDIN FL)
CA
09/09/2019 - 10/19/2023
EQUITABLE ADVISORS, LLC (FOLSOM CA)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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