Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Weldon is a financial advisor with over 20 years of experience in the industry. Matthew Weldon is currently registered with LPL Financial LLC. Matthew Weldon has also previously worked with SIGMA FINANCIAL CORPORATION, MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY and FIRST INVESTORS CORPORATION. Matthew Weldon holds Series 6, Series 63 and Series 65 licenses and the SIE exam. Matthew Weldon is a registered investment advisor in the state of Illinois and a licensed representative in Illinois 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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2
IL
05/30/2023 - Present
LPL Financial LLC (ROCKFORD IL)
IL
09/21/2017 - 05/16/2023
SIGMA FINANCIAL CORPORATION (ROCKFORD IL)
IL
03/25/2017 - 09/26/2017
MML INVESTORS SERVICES, LLC (ROCKFORD IL)
IL
02/09/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
02/09/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IL
05/18/2001 - 02/21/2006
FIRST INVESTORS CORPORATION (LOMBARD IL)
IA
Issued 03/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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