Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew E. Lemire is an investment advisor representative at LPL Financial LLC. Matthew has been in the industry since December 2008. Matthew has a Series 7TO, Series 6, Series 63, and Series 66 license. Matthew is registered with the state of Massachusetts as an Investment Advisor Representative. Matthew is also a Registered Representative with FINRA. Matthew provides investment advisory services to individuals, corporations, and other businesses.
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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MA
03/27/2024 - Present
LPL Financial LLC (SHREWSBURY MA)
MA
12/18/2008 - 02/20/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 03/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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