Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clary Smith is a financial advisor with LPL Financial LLC. Matthew Clary Smith has been a registered representative since July 8, 2004. Matthew Clary Smith is also a registered investment advisor and has been since May 26, 2016. Prior to joining LPL Financial LLC, Matthew Clary Smith was a registered representative with ProEquities, Inc. and First Heartland Capital, Inc. Matthew Clary Smith specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Matthew Clary Smith also offers educational seminars and selection of other advisors.
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
SC
10/09/2024 - Present
LPL Financial LLC (SPARTANBURG SC)
SC
05/26/2016 - 06/30/2020
FIRST HEARTLAND CAPITAL, INC. (SPARTANBURG SC)
SC
04/16/2012 - 06/06/2016
PROEQUITIES, INC. (SPARTANBURG SC)
SC
03/13/2009 - 04/17/2012
FIRST HEARTLAND CAPITAL, INC. (SPARTANBURG SC)
SC
05/05/2006 - 03/16/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)
MN
07/09/2004 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/09/2004 - 04/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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