Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew D. Brenner is a financial advisor registered with LPL Financial LLC. Matthew has been working in the financial services industry since July 23, 2010. Matthew holds licenses in New Jersey, New York and other states, including California, Florida, North Carolina and Pennsylvania. Matthew has been registered with LPL Financial LLC since July 2010. LPL Financial LLC is a large financial firm with over $463 billion in regulatory assets under management and over 1.9 million accounts. The firm specializes in financial planning, portfolio management, and other advisory services.
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 (SEA CLIFF NY)
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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