Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Reynolds is a financial advisor with over 17 years of experience in the financial services industry. Matthew Reynolds is currently registered with LPL Financial LLC in Illinois and Texas. Matthew Reynolds has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC, and Banc One Securities Corporation. Matthew Reynolds holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Matthew Reynolds is also a Certified Financial Planner. Matthew Reynolds provides financial planning, investment management, and consulting services to individuals, families, businesses, 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
IL
07/01/2022 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
10/01/2012 - 07/02/2022
J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)
AZ
07/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
AZ
03/19/2010 - 07/14/2010
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
AZ
07/16/2008 - 03/23/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
07/06/2005 - 07/07/2008
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
IL
06/29/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 10/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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