Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kenneth Harper is a financial advisor who is registered with LPL Financial LLC. Matthew has been in the industry since 2024. Matthew is registered with the state of Florida. Matthew is a Series 7, Series 63, and Series 65 licensed advisor, and is also a registered representative of LPL Financial LLC. Matthew specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals and businesses. Matthew is a committed financial professional who is dedicated to providing clients with the highest level of service. Matthew is currently employed at LPL Financial LLC in Tallahassee, Florida.
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
FL
07/20/2024 - Present
LPL Financial LLC (TALLAHASSEE FL)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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