Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Greer has been a financial advisor for over 20 years. He is a Registered Representative and Investment Advisor Representative of LPL Financial LLC. Matthew is a dedicated advisor to his clients and is committed to providing them with personalized financial advice. Matthew's previous employment includes working with firms such as VOYA Financial Advisors, Inc., Eagle One Investments, LLC, Edward Jones, and Country Capital Management Company. Matthew is based in Ashland, IL and can be reached at 400 East Buchanan, Ashland, IL 62612.
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
IL
09/23/2024 - Present
LPL Financial LLC (ASHLAND IL)
IL
12/06/2005 - 08/03/2018
VOYA FINANCIAL ADVISORS, INC. (ASHLAND IL)
IA
10/03/2000 - 12/05/2005
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
MO
04/27/2000 - 07/12/2000
EDWARD JONES (ST. LOUIS MO)
IL
10/30/1998 - 05/08/2000
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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