Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Park Best is a financial advisor with LPL Financial LLC located in Shippenville, PA. Matthew has been in the financial industry since August 4, 1998, and has experience working with Ameriprise Financial Services, LLC, Investment Professionals, Inc., Financial Network Investment Corporation, Blue Vase Securities, LLC, and The Investment Center, Inc.. Matthew holds Series 63, 65, 7, 24 and SIE licenses. Matthew is registered to provide financial advice in Florida, Missouri, New York, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia. Matthew specializes in providing financial planning and investment advisory services for individuals, corporations, charitable organizations, and pension plans.
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
PA
10/10/2023 - Present
LPL Financial LLC (SHIPPENVILLE PA)
PA
07/17/2015 - 10/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Shippenville PA)
PA
12/09/2009 - 08/03/2015
INVESTMENT PROFESSIONALS, INC. (CLARION PA)
PA
10/24/2005 - 12/10/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EMLENTON PA)
PA
07/31/2000 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
NJ
08/05/1998 - 08/09/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IA
Issued 01/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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