Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brian Grosjean is a financial advisor with Lincoln Investment and is based in PALM BEACH GARDENS, Florida. He is registered with FINRA (Financial Industry Regulatory Authority) and the Securities and Exchange Commission. Matthew has been in the financial services industry since May 8, 2014. Matthew offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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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2
FL
08/23/2022 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
02/05/2019 - 08/30/2022
A.G.P. / ALLIANCE GLOBAL PARTNERS (BOCA RATON FL)
FL
09/18/2014 - 02/04/2019
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
FL
08/01/2013 - 12/10/2013
FIRST INVESTORS CORPORATION (MIRAMAR FL)
IA
Issued 01/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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