Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Phillips is a financial advisor with LPL Financial LLC. Matthew has been in the industry since September 16, 2002. He is registered with FINRA as a Registered Representative and holds a Series 7, Series 24, and Series 66 license. Matthew has provided financial advice and services to clients in various states, including Colorado, Texas, Arizona, Florida, Illinois, Kansas, Nebraska, Nevada, New York, Oklahoma, Wisconsin, and Wyoming. Matthew has a strong track record of helping clients reach their financial goals. He is committed to providing personalized advice and services to meet the unique needs of each client.
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
07/13/2023 - Present
LPL Financial LLC (FT COLLINS CO)
CO
09/16/2002 - 01/10/2011
AXA ADVISORS, LLC (FORT COLLINS CO)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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