Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Coonley is a financial advisor with over 10 years of experience in the financial services industry. Matthew is currently registered with LPL Financial LLC. Matthew has held previous positions with MML Investors Services, LLC, MSI Financial Services, Inc., and NYLIFE Securities LLC. Matthew has also held positions with Legacy Financial Group, LLC, MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Matthew's specializations include Retirement planning, College savings, Estate planning, Business planning, Insurance, and Tax planning. Matthew's main office location is at 4101 S. Taft Hill Rd. Suite E5 in FORT COLLINS, CO.
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
CO
02/23/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
03/25/2017 - 02/17/2023
MML INVESTORS SERVICES, LLC (Fort Collins CO)
CO
05/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
11/09/2012 - 04/15/2016
NYLIFE SECURITIES LLC (FORT COLLINS CO)
IA
Issued 08/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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