Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Aaron Acie is a financial advisor registered with LPL Financial LLC. Matthew has been in the financial services industry for over 10 years. Matthew has passed the Series 6, Series 7, Series 63, and Series 65 exams. Matthew specializes in providing financial advice to individuals, corporations, and charitable organizations. Matthew has a proven track record of success in helping clients achieve their financial goals. Matthew is committed to providing his clients with personalized service and the highest level of professional expertise.
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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CA
02/07/2024 - Present
LPL Financial LLC (MILLBRAE CA)
CO
02/22/2019 - 03/20/2023
RFS PARTNERS (Greenwood Village CO)
CA
09/24/2018 - 01/18/2019
EQIS SECURITIES, LLC (SAN RAFAEL CA)
FL
05/16/2018 - 08/28/2018
INCAPITAL LLC (BOCA RATON FL)
SC
07/22/2015 - 04/25/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/29/2012 - 05/15/2015
NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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