Unclaimed
Matthew Corrigan has been a financial professional for over 20 years. Matthew is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Matthew is also currently registered with the states of Arizona, Florida, New Jersey, and New York in both the Broker Dealer and Investment Advisor capacity. Previously, Matthew has held registrations with Citizens Securities, Inc., M&T Securities, Inc., Chase Investment Services Corp. and Waddell & Reed, Inc. Matthew provides a wide range of financial planning and investment advisory services to individuals, businesses, and retirement plans. Matthew is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance services.
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
NY
04/29/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
12/14/2015 - 05/02/2022
CITIZENS SECURITIES, INC. (ROCHESTER NY)
NY
03/16/2005 - 12/01/2015
M&T SECURITIES, INC. (ROCHESTER NY)
IL
09/11/2003 - 03/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
KS
04/12/2000 - 02/21/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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