Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Morrison Borders is a financial advisor with over 19 years of experience in the industry. Matthew is registered with LPL Financial LLC in Spokane Valley, Washington. Matthew has a strong track record of providing financial advice to individuals, families, and businesses. Matthew is committed to helping clients achieve their financial goals.
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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WA
06/28/2019 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
01/19/2018 - 07/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPOKANE VALLEY WA)
WA
11/14/2014 - 01/19/2018
SECURITIES AMERICA, INC. (SPOKANE WA)
WA
11/25/2009 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (SPOKANE WA)
WA
07/20/2007 - 12/01/2009
BENEFICIAL INVESTMENT SERVICES, INC. (SPOKANE WA)
WA
03/08/2004 - 08/09/2007
EQUITY SERVICES, INC. (SPOKANE WA)
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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