Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jean Lavanchy is a financial advisor with Vanguard Marketing Corp. Matthew has been in the financial services industry for over 6 years and has a strong track record of success. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in all 50 states. Matthew holds the Series 7, Series 63, and Series 65 licenses. Matthew has a bachelor's degree in finance from a top university. Matthew is committed to providing clients with personalized financial advice and investment solutions.
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.
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.
1
2
PA
08/11/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
FL
05/07/2020 - 05/17/2021
IFP SECURITIES, LLC (TAMPA FL)
MA
10/06/2016 - 05/04/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 01/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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