Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bowar is a financial advisor at LPL Financial LLC. Matthew has been in the industry since 2014. He has a Series 7, Series 63, and Series 65 license and is registered in 22 states. Prior to joining LPL Financial LLC, Matthew worked at Investment Centers of America, Inc. and Securities America, Inc. Matthew offers a variety of financial services, including financial planning, portfolio management, and consulting. He has experience working with a range of clients, including individuals, businesses, and institutions.
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
ND
03/09/2020 - Present
LPL Financial LLC (Fargo ND)
ND
11/30/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Fargo ND)
ND
09/22/2014 - 12/01/2015
SECURITIES AMERICA, INC. (FARGO ND)
IA
Issued 07/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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