Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lipsey is a financial advisor with over 15 years of experience in the financial services industry. Matthew currently works for Jackson National Life Distributors LLC in Lansing, MI. Previously, Matthew worked for Morgan Stanley & Co., Incorporated. Matthew holds Series 7, Series 31, and Series 66 licenses. Matthew is registered in Michigan and has been a registered representative since 2006.
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.
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.
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2
MI
06/06/2008 - Present
Jackson National Life Distributors LLC (LANSING MI)
MI
04/02/2007 - 08/14/2007
MORGAN STANLEY & CO., INCORPORATED (E. LANSING MI)
MI
10/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (E. LANSING MI)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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