Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Stockham is an active Investment Advisor Representative with Meridian Wealth Management, LLC. Matthew Lawrence Stockham has been in the industry since 1998 and has a Series 66, Series 31, Series 7, and Series 3 license. Previously Matthew Lawrence Stockham was registered with Lexington Investment Company, Inc. and Morgan Keegan & Company, Inc. Matthew Lawrence Stockham is also a Managing Member of Stockham Financial LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
03/06/2015 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
03/23/2004 - 03/06/2015
LEXINGTON INVESTMENT COMPANY, INC. (LEXINGTON KY)
TN
08/25/2000 - 03/25/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
06/25/1998 - 08/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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