Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Tardugno is a financial advisor with LPL Financial LLC in FORT MILL, South Carolina. Matthew has been working in the financial services industry for more than 3 years and holds the Series 66, Series 99TO, Series 7TO, and SIE licenses. Matthew has been registered with the state of South Carolina since June 2023 and with the state of North Carolina since June 2023. Before joining LPL Financial LLC, Matthew worked at UBS FINANCIAL SERVICES INC. from March 2020 to March 2022.
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
SC
06/21/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/05/2020 - 03/25/2022
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 07/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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