Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wickline is a financial advisor with over 17 years of experience in the financial services industry. Matthew currently works with LPL Financial LLC and is licensed to provide financial advice in Virginia. Previously, Matthew worked with MML Investors Services, LLC, NYLIFE Securities LLC, and Wells Fargo Advisors, LLC. Matthew offers financial planning services to individuals, businesses, and charitable organizations.
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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VA
07/08/2024 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
04/05/2016 - 07/17/2024
MML INVESTORS SERVICES, LLC (CHARLOTTESVILLE VA)
VA
01/14/2010 - 03/16/2016
NYLIFE SECURITIES LLC (CHARLOTTESVILLE VA)
VA
08/16/2006 - 12/22/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
IA
Issued 07/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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