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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 Ferris is a financial advisor with LPL Financial LLC. Matthew is licensed in 25 states. Matthew has experience in various financial areas including portfolio management for businesses, individuals, and investment companies. Matthew has also provided consulting and other advisory services. Matthew has been in the financial industry since 2006 and has experience working with clients of various types. Matthew holds a Series 7, Series 63, and Series 65 licenses. Matthew is a highly experienced financial advisor who can help you reach your 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
NE
07/21/2014 - Present
LPL Financial LLC (LINCOLN NE)
IA
Issued 04/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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