Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alepra is a financial advisor with LPL Financial LLC, located in Gillespie, IL. Matthew has been in the financial industry since 2002. Matthew has Series 7 and Series 66 licenses and is registered with the state of Illinois, Texas and other states. Matthew also has experience with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, and AXA ADVISORS, LLC. Matthew specializes in helping clients with retirement planning, investment management, insurance, and estate planning. Matthew is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals.
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
09/18/2009 - Present
LPL Financial LLC (GILLESPIE IL)
IL
10/20/2004 - 05/31/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HILLSBORO IL)
NY
07/25/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
12/09/2002 - 07/16/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
10/15/2002 - 01/17/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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