Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gregory Correia is an active financial advisor with LPL Financial LLC, a firm with more than 168,000 clients and more than $50 billion in assets under management. Matthew has been in the financial services industry since August 2007, specializing in advising corporations, individuals, and high-net-worth individuals. Matthew holds Series 7, 24, 52TO, 53, 63, 66, 86, and 87 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Matthew is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
12/03/2013 - Present
LPL Financial LLC (SAN DIEGO CA)
FL
11/01/2011 - 08/30/2012
BIANCO FINANCIAL INC. (MIAMI BEACH FL)
CA
11/15/2005 - 03/29/2010
INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)
BOTH
Issued 05/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/17/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/16/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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