Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Howard is a financial advisor registered with LPL Financial LLC in El Cajon, California. Matthew has been working in the financial services industry since October 29, 2018. Matthew has passed the Series 66, Series 7 and the SIE exams. Previously, Matthew has worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and other non-discretionary 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
CA
12/07/2023 - Present
LPL Financial LLC (EL CAJON CA)
CA
10/25/2019 - 12/16/2023
AVANTAX INVESTMENT SERVICES, INC. (EL CAJON CA)
CA
10/30/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (EL CAJON CA)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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