Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Neil is a financial advisor who has been in the industry since 2009. He is currently registered with LPL Financial LLC and has held previous registrations with Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and financial planning. Matthew specializes in portfolio management for individuals and businesses. He is also able to provide financial planning and investment consulting 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.
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2
AZ
03/26/2024 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
11/22/2016 - 02/05/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
01/01/2015 - 08/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
TX
12/07/1999 - 06/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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