Unclaimed
Matthew Nobles is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Matthew Nobles has been in the financial industry since November 2011. Matthew Nobles has a Series 7 and Series 66 license. Matthew Nobles is a Certified Financial Planner. Matthew Nobles is registered with the states of North Carolina and South Carolina.
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
SC
09/26/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/02/2011 - 09/01/2023
MORGAN STANLEY (Charlotte NC)
BOTH
Issued 07/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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