Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Borel is a financial advisor at LPL Financial LLC, and has been working in the industry since April 28, 2000. Matthew has been registered with the state of Texas as a Registered Representative and Investment Advisor Representative since May 17, 2022. He is also registered as a Registered Representative in 21 other states. Matthew holds Series 6, 7, 63, and 66 licenses, and is also certified to provide Securities Industry Essentials (SIE) training. Prior to joining LPL Financial LLC, Matthew worked at CUNA Brokerage Services, Inc. and PFS Investments Inc. Matthew can work with clients of all types, including individuals, businesses, high net worth individuals, trusts, corporations, and retirement plans.
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
TX
05/17/2022 - Present
LPL Financial LLC (PORT ARTHUR TX)
TX
01/12/2016 - 05/16/2022
CUNA BROKERAGE SERVICES, INC. (PORT ARTHUR TX)
TX
11/14/2003 - 01/12/2016
CUNA BROKERAGE SERVICES, INC. (PORT ARTHUR TX)
GA
04/26/2000 - 11/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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