Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Allen Roberts is a financial advisor with over 23 years of experience in the financial services industry. Matthew is currently registered with LPL Financial LLC, a leading independent broker-dealer and Registered Investment Advisor (RIA). Prior to joining LPL Financial LLC, Matthew worked with NEW ENGLAND SECURITIES and LINCOLN FINANCIAL ADVISORS CORPORATION. Matthew is registered with 10 states, including Arizona, Colorado, Delaware, Florida, Georgia, New Mexico, New York, Pennsylvania, Texas, and Washington. Matthew holds Series 7, Series 63, Series 24, and SIE licenses. He specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses. Matthew has a strong commitment to helping clients achieve their financial goals.
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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AZ
11/11/2014 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
04/21/2005 - 11/17/2014
NEW ENGLAND SECURITIES (PHOENIX AZ)
IN
01/04/1999 - 04/19/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/04/1999 - 04/19/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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