Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lankford is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Chandler, Arizona. Matthew has been in the industry since 2007 and holds Series 7, 63, and 66 licenses. In addition to the financial advisor role, Matthew also has experience with Bank of America, N.A. Prior to joining Merrill Lynch, Matthew worked at Security Church Finance, Inc. and Commonwealth Church Finance, Inc. Matthew's firm manages over $1 trillion in assets, with a focus on high-net-worth individuals, corporations, pension plans, and charitable organizations. Matthew's specialties include financial planning, investment management, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
01/25/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
TX
03/05/2012 - 09/19/2012
SECURITY CHURCH FINANCE, INC. (HOUSTON TX)
GA
06/05/2007 - 03/01/2012
COMMONWEALTH CHURCH FINANCE, INC. (MCDONOUGH GA)
BOTH
Issued 01/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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