Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jared Peterson is a registered representative with LPL Financial LLC and has been in the financial services industry since June 10, 2012. Matthew is a licensed advisor in Idaho, where he provides investment advisory services to individuals, corporations, charitable organizations, and pension plans. Matthew has experience with Fidelity Brokerage Services LLC and Securian Financial Services, Inc. Matthew's current firm, LPL Financial LLC, has a main office in Fort Mill, South Carolina and is a large firm with more than $50 billion in assets under management.
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
ID
10/12/2023 - Present
LPL Financial LLC (EMMETT ID)
UT
05/04/2010 - 01/25/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
03/13/2009 - 10/06/2009
SECURIAN FINANCIAL SERVICES, INC. (OREM UT)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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