Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Meyer Ordway is a financial advisor with over 17 years of experience in the financial services industry. Matthew has held positions at several firms including U.S. Bancorp Investments, Inc., PNC Investments, Natcity Investments, Inc., Harris Investor Services, Inc., HarrisDirect LLC, and Harris Investorline Inc. Matthew is currently registered with LPL Financial LLC and provides financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
IL
08/02/2024 - Present
LPL Financial LLC (ROSEMONT IL)
IL
10/08/2019 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (OAK BROOK IL)
IL
04/09/2013 - 08/30/2019
U.S. BANCORP INVESTMENTS, INC. (LISLE IL)
IL
01/20/2011 - 10/03/2012
PNC INVESTMENTS (CHICAGO IL)
IL
11/13/2009 - 12/31/2009
PNC INVESTMENTS (OAKBROOK IL)
IL
10/09/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (OAKBROOK IL)
IL
12/16/2005 - 10/03/2006
HARRIS INVESTOR SERVICES, INC. (GLENCOE IL)
NJ
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
01/02/2002 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
BOTH
Issued 08/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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