Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Benjmain Magee is a financial advisor who has been in the industry since 2004. Currently, Matthew is registered with LPL Financial LLC, where he has been since 2020. Prior to this, Matthew worked for Transamerica Financial Advisors, Inc. and Uvest Financial Services Group, Inc.. Matthew offers a range of financial services including financial planning, consulting, and other non-discretionary advisory services, and portfolio management.
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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CA
11/17/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/20/2019 - 12/10/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
CA
10/15/2014 - 07/17/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/24/2014 - 09/18/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
CA
08/24/2005 - 08/07/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
04/09/2010 - 12/23/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
RI
08/11/2004 - 09/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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