Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lane Puckett Underwood is a financial advisor with over 12 years of experience. Matthew is currently registered with Lincoln Investment and Capital Analysts, where he is a registered representative and investment advisor representative. Matthew provides financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Matthew's experience includes working for Edward Jones, Commonwealth Financial Network, and GLP Investment Services, LLC. Matthew has a strong commitment to helping his clients achieve their financial goals.
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.
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.
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
FL
02/28/2022 - Present
Lincoln Investment (Jacksonville Beach FL)
FL
11/03/2020 - 02/25/2022
GLP INVESTMENT SERVICES, LLC (PONTE VEDRA FL)
IN
05/03/2019 - 11/02/2020
COMMONWEALTH FINANCIAL NETWORK (Bloomington IN)
FL
04/16/2018 - 05/16/2019
EDWARD JONES (Ponte Vedra Beach FL)
FL
11/24/2017 - 04/16/2018
J.W. COLE FINANCIAL, INC. (JACKSONVILLE FL)
IN
02/19/2010 - 11/10/2017
HORACE MANN INVESTORS, INC. (MUNSTER IN)
IA
Issued 05/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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