Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Weaver is a financial advisor who has been in the industry since 2014. Matthew is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Matthew holds licenses in California and Texas. Prior to joining LPL Financial LLC, Matthew worked at Sorrento Pacific Financial, LLC in Fremont, CA. Matthew earned the Series 7 and Series 63 securities licenses, along with the SIE exam. Matthew has a designation as a Chartered Financial Analyst (CFA).
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
CA
03/12/2021 - Present
LPL Financial LLC (NEWARK CA)
CA
10/26/2015 - 11/15/2016
SORRENTO PACIFIC FINANCIAL, LLC (FREMONT CA)
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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