Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Landis is a financial advisor with LPL Financial LLC. Matthew is based in Troy, Pennsylvania and has been in the industry since November 27, 2000. Matthew is registered in Pennsylvania, Texas, and 25 other states. Matthew has also been a registered representative for Cetera Investment Services LLC and UVEST Financial Services Group, Inc.
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
PA
03/01/2023 - Present
LPL Financial LLC (TROY PA)
PA
10/04/2011 - 03/01/2023
CETERA INVESTMENT SERVICES LLC (TROY PA)
PA
03/26/2007 - 10/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WELLSBORO PA)
PA
11/21/2000 - 03/19/2007
INVEST FINANCIAL CORPORATION (SAYRE PA)
IA
Issued 07/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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