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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beard Lord is an active investment advisor representative with Morgan Stanley. Matthew Beard Lord has been in the industry since December 12, 1992. Matthew Beard Lord is registered with the state of California and Texas. Prior to joining Morgan Stanley, Matthew Beard Lord worked at CITIGROUP GLOBAL MARKETS INC., BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO SECURITIES INC., THOMAS JAMES ASSOCIATES, INC., and CHATFIELD DEAN & CO., INC.. Matthew Beard Lord holds Series 7, Series 63, Series 65, and SIE licenses. Matthew Beard Lord also holds the designation of Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/30/2023 - Present
Morgan Stanley (San Diego CA)
CA
09/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
CA
02/07/2001 - 08/27/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (EL CAJON CA)
CA
09/06/1994 - 02/06/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
06/25/1993 - 08/30/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
CO
11/09/1992 - 06/03/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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