Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McKelvey is a financial advisor with LPL Financial LLC in Green Bay, Wisconsin. Matthew has been in the financial services industry since 2018. Matthew's primary focus is providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Matthew also provides consulting and other non-discretionary advisory services. Matthew holds Series 7, Series 66, and SIE licenses. Prior to joining LPL Financial LLC, Matthew worked at Securities America, Inc. and Cambridge Investment Research, Inc.
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.
1
2
WI
10/31/2024 - Present
LPL Financial LLC (GREEN BAY WI)
WI
08/23/2019 - 06/19/2020
SECURITIES AMERICA, INC. (Madison WI)
WI
02/23/2018 - 08/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Johnson Creek WI)
BOTH
Issued 06/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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