Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harrison is a financial advisor with over 14 years of experience in the industry. Matthew currently works at Lincoln Investment and Capital Analysts. Matthew is registered as a Registered Representative in Arizona and California. Matthew holds the Series 7, Series 66 and SIE licenses. Matthew has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other businesses. Matthew specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
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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AZ
05/21/2015 - Present
Lincoln Investment (MESA AZ)
AZ
01/02/2014 - 05/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
09/01/2011 - 09/16/2013
WELLS FARGO ADVISORS, LLC (CHANDLER AZ)
AZ
10/23/2009 - 09/08/2011
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
AZ
01/23/2009 - 09/16/2009
EDWARD JONES (GILBERT AZ)
BOTH
Issued 03/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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