Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Monroe is a financial advisor with over 25 years of experience in the financial services industry. Matthew is currently registered with LPL Financial LLC and Good Life Advisors, LLC. Matthew has a strong track record of providing personalized financial advice to individuals, families, and businesses. Matthew is committed to helping his clients achieve their financial goals.
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
NY
08/03/2021 - Present
LPL Financial LLC (LIVERPOOL NY)
NY
10/01/2010 - 12/17/2010
WELLS FARGO SECURITIES, LLC (DEWITT NY)
NY
01/01/2008 - 10/07/2010
WELLS FARGO ADVISORS, LLC (DEWITT NY)
NY
04/21/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEWITT NY)
NY
10/04/1994 - 04/21/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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