Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harvey Minter is a financial advisor with LPL Financial LLC. Matthew has over 12 years of experience in the financial services industry. Matthew is registered with the state of Washington as an investment advisor representative and is also registered as a registered representative in Texas. Matthew has a strong background in providing financial advice to individuals, families, and businesses. Matthew has a Series 7 and Series 66 license and holds the SIE designation. Matthew also holds several designations and is experienced in providing financial advice and guidance to individuals and families. Matthew's clients include individuals, families, and businesses.
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
01/28/2013 - Present
LPL Financial LLC (KENNEWICK WA)
OR
09/06/2012 - 11/30/2012
LEADER CAPITAL CORP. (PORTLAND OR)
IL
06/05/2012 - 08/01/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
05/19/2011 - 01/24/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/09/2010 - 10/22/2010
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
BOTH
Issued 04/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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