Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Egner is a financial advisor with LPL Financial LLC. Matthew has been in the industry since 2002. Prior to joining LPL, Matthew was registered with PNC INVESTMENTS and ASSOCIATED INVESTMENT SERVICES, INC.. Matthew has earned the Series 6, 7, 63 and 66 securities licenses. Matthew offers a range of financial services including financial planning, portfolio management, and pension consulting. Matthew's office is located at 6219 WASHINGTON AVENUE, RACINE, WI 53406.
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
WI
06/29/2015 - Present
LPL Financial LLC (RACINE WI)
WI
11/12/2013 - 06/04/2015
PNC INVESTMENTS (MILWAUKEE WI)
WI
02/02/2005 - 06/10/2013
ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)
MN
06/04/2003 - 02/02/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
07/12/2001 - 12/03/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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