Unclaimed
Matthew C Ponder is a financial advisor with LPL Financial LLC in Shreveport, LA. Matthew has been in the financial services industry since February 6, 2007. Ponder has a Series 6, Series 26, Series 63 and Series 65 license and is registered to sell securities in Arizona, Arkansas, California, Florida, Georgia, Louisiana, Mississippi, North Carolina and Texas. Prior to joining LPL Financial LLC, Matthew was registered with PFS Investments Inc. in both Shreveport, LA and Duluth, GA. Matthew has experience in providing financial planning, consulting, and investment management services to individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations.
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
LA
11/15/2023 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
01/02/2008 - 11/15/2023
PFS INVESTMENTS INC. (SHREVEPORT LA)
GA
02/06/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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