Unclaimed
Matthew Eltinge Streeter is a financial advisor with LPL Financial LLC in Stillwater, Oklahoma. Matthew has been in the financial services industry for over 7 years. Matthew holds Series 6, 7, 63 and 65 securities licenses, and is registered to provide investment advice in several states including Oklahoma, Texas and Arizona. Matthew has experience in providing financial planning, portfolio management, and other advisory services to a range of clients. Matthew’s firm, LPL Financial LLC, is a national financial services firm with more than 17,000 advisors. LPL provides a wide range of financial products and services, including investment management, retirement planning, 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.
1
2
OK
03/27/2019 - Present
LPL Financial LLC (STILLWATER OK)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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