Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mullin is a financial advisor with over 7 years of experience in the financial services industry. Matthew holds a Series 7, Series 24, and Series 66 license and is a Certified Financial Planner. Matthew's career has taken him to several firms including Legend Equities Corporation, Legend Advisory Corporation, Lincoln Investment and Capital Analysts. Currently, Matthew works with Lincoln Investment and Capital Analysts. Matthew works with clients of all types including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans and individuals. Matthew offers a range of financial services including financial planning, portfolio management, and selection of other advisers.
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.
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.
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
NY
04/05/2019 - Present
Lincoln Investment (Amherst NY)
NY
08/25/2015 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
BOTH
Issued 09/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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