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 an investment advisor representative with J.P. Morgan Securities LLC, a leading financial services firm. Matthew is registered to provide investment advice in California, Virginia, and West Virginia. Matthew has been working in the financial industry since 2021. Previously, Matthew has worked at Navy Federal Investment Services, LLC and Edward Jones. Matthew's prior experience includes positions at New York Life Insurance Co, Nautilus Aquatics, Centerra, and the Central Intelligence Agency. Matthew has passed the Series 7, Series 66 and SIE exams. Matthew's specializations include retirement planning, college savings, estate planning, insurance, and financial planning. Matthew is committed to providing clients with personalized financial advice and helping them 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
VA
04/23/2024 - Present
J.p. Morgan Securities LLC (Sterling VA)
VA
02/10/2023 - 04/19/2024
NAVY FEDERAL INVESTMENT SERVICES, LLC (VIENNA VA)
VA
06/28/2021 - 02/07/2023
EDWARD JONES (OAKTON VA)
VA
03/17/2021 - 06/28/2021
NYLIFE SECURITIES LLC (VIENNA VA)
BOTH
Issued 07/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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