Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McCormick is a financial advisor with LPL Financial LLC. Matthew is registered with both the state of Virginia and West Virginia. Matthew has been working in the financial services industry since January 13, 2021, and has a Series 7TO, SIE, and Series 66 license. Matthew has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services. Matthew is committed to providing his clients with personalized financial advice and strategies that meet their individual needs.
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
VA
02/15/2021 - Present
LPL Financial LLC (POWHATAN VA)
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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