Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stroud is an investment advisor representative at LPL Financial LLC, a large financial services firm. Matthew is registered with the state of Texas and is also licensed to sell securities in several other states, including Colorado, Florida, Louisiana, Montana, North Carolina, Oklahoma, Virginia. Prior to joining LPL Financial LLC, Matthew was employed by Quest Capital Strategies, Inc. and UVEST Financial Services Group, Inc. Matthew Stroud has been in the securities industry since 2009 and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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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TX
07/05/2016 - Present
LPL Financial LLC (LUBBOCK TX)
CA
02/24/2011 - 07/15/2016
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
03/04/2008 - 04/06/2010
UVEST FINANCIAL SERVICES GROUP, INC. (LUBBOCK TX)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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