Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Postell is a financial advisor at LPL Financial LLC. Matthew has been in the financial services industry since February 2016. Matthew is a Registered Representative and Investment Advisor Representative. Matthew holds the Series 66, Series 7 and SIE securities licenses. Matthew has previously worked at Prudential Insurance Company of America, PRUCO Securities LLC, Fidelity Brokerage Services LLC, JP Morgan Securities LLC, TD Ameritrade, Inc., PNC Investments, and Edward Jones.
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
IN
06/12/2024 - Present
LPL Financial LLC (Columbus IN)
NJ
08/09/2023 - 09/25/2023
PRUCO SECURITIES, LLC. (NEWARK NJ)
IN
06/22/2020 - 10/27/2022
FIDELITY BROKERAGE SERVICES LLC (CARMEL IN)
IN
07/11/2019 - 06/05/2020
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
11/15/2016 - 06/17/2019
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IN
04/01/2015 - 10/27/2016
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
06/24/2014 - 01/15/2015
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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