Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew MacHo is a financial advisor with over 20 years of experience in the financial services industry. Matthew currently works with Lincoln Investment and Capital Analysts. He provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Matthew is a Certified Financial Planner™ and holds FINRA Series 6, 7, 63, and 65 licenses. He is registered to provide financial advice in California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and South Carolina.
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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MA
10/13/2015 - Present
Lincoln Investment (WALTHAM MA)
MA
11/14/2002 - 12/31/2013
ING INVESTMENT ADVISORS, LLC (BRAINTREE MA)
MA
10/02/2000 - 12/31/2001
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
IA
Issued 03/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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