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. Shaw is a financial advisor at LPL Financial LLC. Matthew has been working in the financial services industry since January 2016. He is a registered investment advisor and holds the Series 6, Series 63, and Series 65 licenses. Matthew has worked for Wealth Management Group since January 2016 and LPL Financial LLC since May 2016. Matthew specializes in providing financial planning and investment advice to individuals, families, and businesses. He is also a member of the Wealth Management Group of Tennessee, which is a DBA for LPL Financial LLC. Matthew has experience working with clients of various types including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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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2
TN
04/05/2018 - Present
LPL Financial LLC (FRANKLIN TN)
IA
Issued 03/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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