Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ballentine is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and investment advisor. Matthew is registered with FINRA and holds the Series 7, Series 66, and Series 99TO licenses. Matthew has been in the financial services industry since 2021. LPL Financial LLC is a registered investment advisor that provides a variety of financial services to individuals, businesses, and institutions. The firm has a strong reputation in the industry and has a wide range of experience in financial planning, investment management, and retirement planning.
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.
1
2
SC
09/14/2021 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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