Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jason Starnes is a financial advisor with over 16 years of experience in the financial services industry. Matthew has been registered with LPL Financial LLC since 2019. Previously, Matthew was with SagePoint Financial, Inc., First Allied Securities, Inc., and InterSecurities, Inc. Matthew is a Series 6, Series 63, and Series 65 licensed advisor. Matthew holds the SIE designation. Matthew specializes in retirement planning, investment management, and insurance.
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
NC
12/12/2019 - Present
LPL Financial LLC (HICKORY NC)
NC
12/19/2014 - 12/16/2019
SAGEPOINT FINANCIAL, INC. (GRANITE FALLS NC)
NC
12/12/2008 - 12/23/2014
FIRST ALLIED SECURITIES, INC. (GRANITE FALLS NC)
NC
04/24/2007 - 10/31/2007
INTERSECURITIES, INC. (GRANITE FALLS NC)
NC
10/12/2006 - 05/10/2007
KCD FINANCIAL, INC. (GRANITE FALLS NC)
NC
11/12/2002 - 10/25/2006
H.D. VEST INVESTMENT SERVICES (GRANITE FALLS NC)
IA
Issued 09/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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