Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew J. Wong is an investment advisor representative with LPL Financial LLC. Matthew has been in the securities industry since January 10, 2009. Matthew is licensed to sell securities in California, Hawaii, Maryland, Nevada, North Carolina, Ohio, Oregon, Texas, Virginia, Washington, and Wyoming. Matthew has passed the Series 7, Series 66 and the SIE exams. Matthew previously worked for Cetera Investment Services LLC, UVEST FINANCIAL SERVICES GROUP, INC., and Ameriprise Financial Services, 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
HI
02/09/2018 - Present
LPL Financial LLC (KAPOLEI HI)
HI
04/18/2017 - 02/10/2018
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
07/05/2011 - 04/27/2017
LPL FINANCIAL LLC (KAHULUI HI)
HI
03/18/2011 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WAIPAHU HI)
HI
11/20/2009 - 10/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
08/08/2008 - 11/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
BOTH
Issued 08/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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