Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schoenfeld is a financial advisor registered with LPL Financial LLC, with over 15 years of experience in the financial industry. Matthew has a strong background in investment planning and has held previous positions with Osaic, Inc., VALIC Financial Advisors, Inc., and Lincoln Financial Advisors Corporation. Matthew holds multiple industry licenses including the Series 6, 7, 63, and 66 licenses. Matthew has a strong track record of success in helping his clients achieve 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.
1
2
KS
09/04/2024 - Present
LPL Financial LLC (LEAWOOD KS)
KS
11/22/2022 - 09/05/2024
OSAIC FA, INC. (OVERLAND PARK KS)
KS
01/06/2015 - 12/06/2022
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
MO
04/28/1993 - 12/31/1998
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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