Unclaimed
Matthew Tinyo is a financial advisor with LPL Financial LLC. Matthew has over 6 years of experience in the financial services industry. Matthew is registered with the state of Arizona, as well as 37 other states. Matthew is also a Certified Financial Planner and is committed to providing comprehensive financial planning and investment management services to individuals and families. Matthew is affiliated with Jackson Roskelley Wealth Advisors, an independent firm that provides financial planning, investment management, and insurance services.
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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2
AZ
02/03/2025 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
03/08/2022 - 10/11/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
NC
01/05/2022 - 03/01/2022
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
AZ
07/18/2017 - 11/12/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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