Unclaimed
Matthew Austin Rigel is a financial advisor with LPL Financial LLC in San Diego, CA. Matthew has been a registered representative in the securities industry since 2018. Matthew has experience in providing financial advice to individuals and businesses. Matthew also has experience in portfolio management, financial planning and pension consulting. Matthew is registered in 53 states and has a Series 7, Series 63 and Series 66 licenses.
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
01/02/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
11/29/2018 - 07/17/2020
EQUITABLE ADVISORS, LLC (IRVINE CA)
BOTH
Issued 12/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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