Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Russell is a financial advisor with LPL Financial LLC in Bloomington, Indiana. Matthew has been in the financial services industry since 2011. Matthew has a Series 7 and Series 66 license, as well as a Series SIE license. Matthew has experience working with Edward Jones and Fifth Third Securities, Inc. Matthew provides a range of services, including financial planning, portfolio management, and consulting. Matthew also specializes in working with individuals, businesses, and charitable 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.
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2
IN
06/04/2024 - Present
LPL Financial LLC (BLOOMINGTON IN)
IN
06/29/2016 - 06/04/2024
FIFTH THIRD SECURITIES, INC. (BLOOMINGTON IN)
IN
09/02/2011 - 06/24/2016
EDWARD JONES (SOUTH BEND IN)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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