Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Holbrook is a financial advisor at LPL Financial LLC. Matthew has been in the financial services industry for over 20 years and holds the Series 66, Series 7 and SIE licenses. Matthew is also a Certified Financial Planner and provides financial planning and investment advisory services. In addition to LPL Financial LLC, Matthew has also worked for UnionBanc Investment Services, LLC and Princor Financial Services Corporation. Matthew is registered to provide investment advice in several states, including Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Ohio, Oregon, Texas, Virginia, Washington and Wyoming.
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
CA
08/10/2023 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
07/14/2004 - 08/18/2023
UNIONBANC INVESTMENT SERVICES, LLC (IRVINE CA)
IA
03/04/2003 - 06/29/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
07/24/2002 - 11/20/2002
MARK STEWART SECURITIES, INC. (COSTA MESA CA)
BOTH
Issued 08/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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