Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pursley is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Matthew has been in the industry since 1993 and has a wide range of experience working with a variety of clients, including individuals, businesses, and charitable organizations. Matthew is a registered representative and investment advisor representative in Michigan and Texas. He holds Series 7, 31, and 65 licenses.
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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MI
02/24/2022 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
06/01/2009 - 03/09/2022
MORGAN STANLEY (Grand Rapids MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GRAND RAPIDS MI)
MI
07/20/2001 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
WI
04/26/1994 - 08/17/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MO
01/04/1993 - 04/26/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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