Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joel Mann is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with LPL Financial LLC and holds Series 6, SIE, and Series 63 licenses. Matthew is a highly experienced advisor who can assist clients with their financial planning needs. Matthew works with a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
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
PA
11/13/2023 - Present
LPL Financial LLC (BLOOMSBURG PA)
PA
04/05/2021 - 11/14/2023
OSAIC INSTITUTIONS, INC. (Montoursville PA)
PA
06/17/2016 - 04/29/2021
BANKERS LIFE SECURITIES, INC. (Williamsport PA)
PA
02/19/2007 - 01/02/2015
STATE FARM VP MANAGEMENT CORP. (TROY PA)
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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