Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brookshire is a financial advisor in Greenville, South Carolina. Matthew has been in the financial services industry for over 20 years. Matthew is a Registered Representative of LPL Financial LLC. He is also a Registered Investment Advisor representative of SCU Financial Advisors, a DBA for the LPL business. Matthew's past work experience includes positions with CUNA Brokerage Services, Inc., Wells Fargo Clearing Services, LLC, and Morgan Stanley DW Inc.
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
SC
01/10/2024 - Present
LPL Financial LLC (Greenville SC)
SC
08/24/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Greenville SC)
NC
05/21/2003 - 12/11/2018
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NY
03/14/2000 - 06/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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