Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fuentes is a financial advisor with over 5 years of experience in the industry. Matthew holds the Series 7 and Series 63 securities licenses, as well as the SIE. Matthew is currently registered with LPL Financial LLC in San Diego, California. Matthew is also a Chartered Financial Analyst. Matthew has a proven track record of helping clients achieve their financial goals. Matthew specializes in financial planning, portfolio management for individuals and businesses, and consulting services.
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
08/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 01/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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