Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Naylor is a financial advisor who has been in the industry since 2012. He is currently registered with LPL Financial LLC. Matthew has experience working with individuals, corporations, businesses, and charitable organizations. He is licensed to sell securities in 29 states and is also registered with the state of Utah as an investment advisor representative. Matthew has experience with a variety of investment products and services, including financial planning, portfolio management, and insurance.
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
UT
06/28/2017 - Present
LPL Financial LLC (OREM UT)
UT
10/15/2012 - 06/12/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 05/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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