Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jon Michael is a financial advisor registered with LPL Financial LLC in Gilbert, Arizona. Matthew has been a registered representative in the financial services industry since August 2007. Matthew is licensed to offer securities and investment advice in 19 states. Matthew's previous experience includes a role with Gunnallen Financial, Inc. in Scottsdale, Arizona. Matthew has a Series 7, Series 66, and SIE license. Matthew has been recognized for his work in the industry, receiving the "Five Star Wealth Manager" award from 2016 to 2020.
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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AZ
06/30/2020 - Present
LPL Financial LLC (GILBERT AZ)
AZ
08/02/2007 - 03/04/2009
GUNNALLEN FINANCIAL, INC (SCOTTSDALE AZ)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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