Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Franco is a financial advisor with over 7 years of experience in the financial services industry. Matthew is a registered representative of LPL Financial LLC and holds Series 66, 7 and SIE licenses. Matthew works with a wide range of clients, including individuals, families, and small businesses. Matthew's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Matthew's office is located in Los Angeles, California.
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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CA
02/05/2025 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
06/06/2017 - 07/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
04/14/2016 - 05/04/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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