Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew John Alexander is a financial advisor registered with LPL Financial LLC, a large financial services company headquartered in Fort Mill, South Carolina. Matthew has been in the financial services industry since August 2019. Matthew holds FINRA Series 7TO, Series 66 and Series 24 licenses. Matthew holds a Certified Financial Planner designation. Matthew is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Matthew has previously worked at OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. Matthew is currently working in both Geneva, Illinois and Wausau, 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
01/08/2024 - Present
LPL Financial LLC (GENEVA IL)
IL
09/01/2023 - 01/11/2024
OSAIC WEALTH, INC. (GENEVA IL)
WI
08/24/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAUSAU WI)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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