Unclaimed
Matthew Riesenweber is a financial advisor at LPL Financial LLC, based in Kennewick, Washington. Matthew has been in the financial services industry since March 2003 and has been registered with LPL Financial LLC since July 2015. Matthew holds FINRA Series 7 and 66 licenses. Matthew specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Matthew is a Certified Financial Planner™ professional.
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
06/14/2024 - Present
LPL Financial LLC (KENNEWICK WA)
WA
03/17/2003 - 07/23/2015
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 04/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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