Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gene Meyers is a financial advisor with LPL Financial LLC. Matthew has been working in the financial services industry since 2003. Matthew has a Series 7, Series 24, and Series 63 license, and is also a Certified Financial Planner. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing 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
WA
03/04/2016 - Present
LPL Financial LLC (NORMANDY PARK WA)
WA
05/28/2013 - 03/10/2016
WADDELL & REED (SEATTLE WA)
MO
07/28/2011 - 05/06/2013
SCOTTRADE, INC. (ST. LOUIS MO)
WA
03/01/2011 - 07/18/2011
AMERITAS INVESTMENT CORP. (RENTON WA)
WA
02/23/2004 - 01/10/2011
SCOTTRADE, INC. (ISSAQUAH WA)
MO
03/11/2003 - 08/21/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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