Unclaimed
Matthew Dewildt is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Matthew has been in the industry since 2008 and has been registered in multiple states. Matthew has a Series 7 and Series 66 license. Matthew has experience working with clients of all types including 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
MI
06/23/2022 - Present
LPL Financial LLC (INDIAN RIVER MI)
MI
03/21/2013 - 06/20/2022
INFINEX INVESTMENTS, INC. (CHEBOYGAN MI)
MI
03/11/2010 - 03/19/2013
PNC INVESTMENTS (SAULT STE MARIE MI)
MI
01/25/2008 - 08/14/2009
EDWARD JONES (ADA MI)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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