Unclaimed
Matthew Ratchenski is a financial advisor at LPL Financial LLC. Matthew has been in the financial services industry since April 2017 and is registered with FINRA as a General Securities Representative. He also holds the Series 66 license. Matthew has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He provides a range of financial services, including investment management, financial planning, and retirement planning. Matthew is committed to providing personalized advice and 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.
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
MN
11/07/2023 - Present
LPL Financial LLC (DETROIT LAKES MN)
MN
05/18/2022 - 11/18/2022
LPL FINANCIAL LLC (Perham MN)
MN
09/17/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Perham MN)
ND
03/16/2018 - 08/31/2018
SECURIAN FINANCIAL SERVICES, INC. (Fargo ND)
ND
04/12/2017 - 03/15/2018
SECURIAN FINANCIAL SERVICES, INC. (Fargo ND)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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