Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lyon is a financial advisor at Equity Services, Inc., a firm with over 400 licensed agents and 450 investment advisor representatives. Matthew is licensed in the state of VT and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Matthew's firm manages over $2 billion in assets for clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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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VT
12/22/2022 - Present
Equity Services, Inc. (MONTPELIER VT)
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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