Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Quinn is a financial advisor with over 20 years of experience in the financial services industry. Matthew is currently registered with Great Valley Advisor Group, Inc., where he provides investment advisory services. Matthew is a Series 7, Series 63, and Series 66 licensed professional. Previously, Matthew was associated with Edward Jones and LPL Financial LLC. Matthew is committed to providing personalized financial advice to individuals and families. Matthew holds designations including a Series 7, Series 63, and Series 66.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
MN
04/24/2023 - Present
Great Valley Advisor Group, Inc. (Woodbury MN)
WI
06/01/2006 - 05/12/2022
LPL FINANCIAL LLC (RIVER FALLS WI)
MO
05/07/2002 - 09/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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