Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Davis is a financial advisor who has been in the industry since June 15, 2020. Currently, Matthew is registered as a Registered Representative with LPL Financial LLC, a firm headquartered in Fort Mill, SC. Matthew's registration is active in Colorado. Matthew also holds a Series 65 license for investment advisor representative. He previously worked for Transamerica Financial Advisors, Inc. in Greenwood Village, CO. Matthew has experience in both the securities and investment advisory industries.
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
CO
08/08/2024 - Present
LPL Financial LLC (GOLDEN CO)
CO
06/16/2020 - 12/07/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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