Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Emerson is a financial advisor with LPL Financial LLC, based in Lutherville, MD. Matthew has been in the financial services industry since 2017 and holds a Series 7, 7TO, 66, and SIE license. Matthew also holds the CFP® designation. Matthew is a registered investment advisor in both Illinois and Maryland. Prior to joining LPL Financial, Matthew worked at Triad Advisors LLC, OSAIC FA, INC., and Purshe Kaplan Sterling Investments.
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.
1
2
MD
08/14/2024 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
10/13/2023 - 08/19/2024
OSAIC FA, INC. (Lutherville MD)
IL
11/16/2020 - 10/09/2023
TRIAD ADVISORS LLC (CRYSTAL LAKE IL)
IL
06/27/2017 - 10/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Emerson is the right advisor for you? Invested Better is here to help.
