Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew C Howard is an investment advisor representative associated with LPL Financial LLC. Matthew is a financial advisor who provides investment advice to clients. Matthew has been in the financial services industry since April 2015 and has previously been associated with PARK AVENUE SECURITIES LLC. Matthew is registered with the states of California, North Carolina, South Carolina and Texas and has passed the Series 66, Series 7 and SIE exams. Matthew is based in Greenville, SC and offers financial planning and investment management 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.
1
2
SC
05/12/2023 - Present
LPL Financial LLC (Greenville SC)
CA
12/18/2014 - 12/31/2022
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
BOTH
Issued 02/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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