Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lowry is a financial advisor with over 25 years of experience in the industry. Matthew is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management. Matthew has been a financial advisor with LPL Financial since 2012 and has a broad range of experience, including experience working with Edward Jones and H&R Block Financial Advisors. Matthew's expertise includes financial planning, portfolio management for individuals and businesses, and consulting services. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 4, 7, 9, 10, 24, 52, 63 and 65 licenses.
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
MD
06/16/2016 - Present
LPL Financial LLC (TOWSON MD)
PA
02/05/2002 - 05/22/2012
EDWARD JONES (HUMMELSTOWN PA)
MI
09/10/1997 - 02/11/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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