Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lehman is a financial advisor at LPL Financial LLC with over 15 years of experience in the financial industry. Matthew specializes in helping individuals, families, and businesses achieve their financial goals. Matthew has a wide range of experience in investments, insurance, and financial planning. Matthew has a strong commitment to providing personalized service and is dedicated to helping clients make informed financial decisions. Matthew is registered with the state of Michigan, Texas, and Wisconsin.
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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MI
11/18/2020 - Present
LPL Financial LLC (KENTWOOD MI)
MI
02/20/2008 - 12/18/2012
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
IA
Issued 09/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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