Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDonnell is a financial advisor with LPL Financial LLC. Matthew has been in the financial industry since April 17, 2021. Matthew is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Matthew is also registered with the following states: Arizona, California, Colorado, Indiana, Minnesota, and Wisconsin. Matthew is a Registered Representative and Investment Advisor Representative.
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
CO
06/06/2024 - Present
LPL Financial LLC (Littleton CO)
CO
11/27/2023 - 02/05/2024
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
MN
12/04/2020 - 11/10/2023
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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