Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Healy has been a financial professional for over 25 years, working with clients across various stages of life. Matthew is registered with LPL Financial LLC, where he focuses on providing investment advice, financial planning, and consulting services to individuals, families, and businesses. Prior to LPL Financial, he was with U.S. BANCORP INVESTMENTS, INC., FINANCIAL TELESIS INC, P.J. ROBB VARIABLE CORPORATION, NFP SECURITIES, INC. and THE LEADERS GROUP, INC.. Matthew has a strong understanding of the financial markets and can help you achieve your financial goals, whether that's saving for retirement, planning for college, or protecting your family's future.
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
CA
01/12/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/05/2012 - 08/19/2022
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
05/03/2012 - 06/07/2012
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
TN
06/26/2007 - 04/29/2010
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
08/31/2005 - 04/24/2007
NFP SECURITIES, INC. (SAN FRANCISCO CA)
CO
03/09/2001 - 09/01/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
06/18/1996 - 03/15/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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