Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Boyd Warntz is a financial advisor registered with LPL Financial LLC and has been in the industry since May 10, 1999. Matthew Boyd Warntz has been associated with LPL Financial LLC since March 1, 2021 and previously worked at CUSO FINANCIAL SERVICES, L.P., NATIONWIDE SECURITIES, LLC, 1717 CAPITAL MANAGEMENT COMPANY, NATIONWIDE SECURITIES, INC., AXA ADVISORS, LLC, and MONY SECURITIES CORPORATION. Matthew Boyd Warntz holds a Series 6, Series 7, Series 63 and Series 65 license.
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
PA
03/01/2021 - Present
LPL Financial LLC (HARRISBURG PA)
PA
06/04/2018 - 03/01/2021
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
08/01/2008 - 06/01/2018
NATIONWIDE SECURITIES, LLC (SPRING GROVE PA)
PA
03/12/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (YORK PA)
PA
09/21/2006 - 06/06/2007
NATIONWIDE SECURITIES, INC. (YORK PA)
MD
06/01/2005 - 09/08/2006
AXA ADVISORS, LLC (COLUMBIA MD)
NY
04/27/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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