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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Vickers is a financial advisor with LPL Financial LLC, with a focus on providing financial planning and portfolio management services. Matthew has been in the financial industry since 2002 and holds a Series 7, Series 24, and Series 66 license. Matthew has a strong background in the industry, having previously worked with CUNA Brokerage Services, Inc., Cambridge Investment Research, Inc., Waddell & Reed, Inc., and Ameriprise Financial Services, Inc.. Matthew is registered in Iowa and has been working with a variety of clients including high-net-worth individuals, corporations, individuals, and charitable organizations.
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
IA
05/18/2022 - Present
LPL Financial LLC (Ottumwa IA)
IA
02/22/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Ottumwa IA)
IA
06/02/2014 - 12/14/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
AZ
05/22/2008 - 03/28/2014
WADDELL & REED, INC. (TUCSON AZ)
AZ
08/01/2002 - 06/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
08/01/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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