Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Day is an active advisor registered with LPL Financial LLC. Matthew is also registered with the state of Texas as an Investment Advisor Representative (IAR) and has been in the industry since February 2006. Matthew has been a registered representative with LPL Financial LLC since 2018. Prior to that, he was a registered representative with BB&T Investments and Primevest Financial Services, Inc.. Matthew has passed the Series 7, Series 66, and SIE exams. Matthew is a registered advisor in 18 states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, North Carolina, Ohio, South Carolina, Texas, Virginia, and West Virginia. Matthew has a current employment with LPL Financial LLC in Paintsville, KY. Matthew offers investment advisory services, including portfolio management for individuals and businesses, financial planning, and educational seminars. Matthew also provides consulting and other non-discretionary advisory services.
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
KY
05/10/2022 - Present
LPL Financial LLC (PAINTSVILLE KY)
KY
01/02/2018 - 01/17/2018
BB&T SECURITIES, LLC (PAINTSVILLE KY)
KY
03/19/2008 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PIKEVILLE KY)
KY
09/04/2007 - 03/04/2008
LPL FINANCIAL CORPORATION (PIKEVILLE KY)
KY
01/10/2006 - 09/05/2007
PRIMEVEST FINANCIAL SERVICES, INC. (VERSAILLES KY)
BOTH
Issued 05/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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