Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Shannahan is a financial advisor with over 30 years of experience in the industry. Currently, Matthew is registered with LPL Financial LLC and offers a variety of financial services to individuals, families, and businesses. Matthew has held previous positions with Nations Financial Group, Inc., American Independent Securities Group, LLC, First Heartland Capital, Inc., Princor Financial Services Corporation, BMA Financial Services, Inc., Lincoln Benefit Financial Services, Inc., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, Inc. Matthew is also a Chartered Financial Consultant.
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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ID
03/01/2022 - Present
LPL Financial LLC (EAGLE ID)
ID
08/16/2011 - 03/02/2022
NATIONS FINANCIAL GROUP, INC. (EAGLE ID)
ID
11/01/2005 - 08/16/2011
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (EAGLE ID)
MO
07/19/1999 - 11/01/2005
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
IA
03/12/1998 - 07/14/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
01/01/1997 - 04/16/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IL
07/24/1995 - 02/04/1997
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
WI
02/07/1989 - 10/11/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
04/13/1987 - 10/11/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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