Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jennings is an investment advisor representative with LPL Financial LLC in FOREST CITY, IA. Matthew has been in the industry since 1988. Matthew Jennings is registered with and has been approved by FINRA, the SEC and the state of Iowa to provide investment advice. In addition to working with LPL Financial LLC, Matthew Jennings has also previously worked with Securities America, Inc., Eagle One Investments, LLC, Ameritas Investment Corp., Princor Financial Services Corporation, and Tri-Merica Securities Corporation. Matthew Jennings specializes in financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory 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
IA
12/06/2021 - Present
LPL Financial LLC (FOREST CITY IA)
IA
11/30/2012 - 12/06/2021
SECURITIES AMERICA, INC. (FOREST CITY IA)
IA
06/03/2002 - 12/04/2012
EAGLE ONE INVESTMENTS, LLC (FOREST CITY IA)
NE
02/24/1998 - 06/03/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
08/10/1992 - 03/16/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
05/24/1990 - 12/31/1991
TRI-MERICA SECURITIES CORPORATION
IL
06/12/1987 - 12/31/1991
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
MO
04/05/1989 - 12/31/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
IA
Issued 08/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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