Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Berry is a financial advisor at LPL Financial LLC. He is based in Kewanna, Indiana and has been in the financial services industry since 2005. Matthew has Series 66, Series 7 and SIE licenses and is registered in Indiana as an Investment Advisor Representative. Matthew has experience with clients of all types, including individuals, families, businesses, and charitable organizations. He is committed to providing personalized financial advice and helping clients achieve their financial goals. Matthew has previously worked at AVANTAX INVESTMENT SERVICES, INC. and SII INVESTMENTS, INC. Matthew is also active in the community and is involved in a number of local organizations.
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
IN
05/29/2020 - Present
LPL Financial LLC (KEWANNA IN)
IN
07/08/2010 - 06/01/2020
AVANTAX INVESTMENT SERVICES, INC. (Kewanna IN)
IN
10/11/2007 - 05/07/2010
SII INVESTMENTS, INC. (LAFAYETTE IN)
IN
09/29/2005 - 10/12/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LAFAYETTE IN)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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