Unclaimed
Matthew Ralph La plant is a financial advisor with over 17 years of experience in the financial industry. Matthew is currently registered with LPL Financial LLC and has been with the firm since October 2018. Prior to joining LPL Financial LLC, Matthew was registered with Ameriprise Financial Services, Inc. from January 2009 to October 2018, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from October 2007 to October 2008. Matthew is a registered representative and investment advisor representative with LPL Financial LLC. Matthew offers a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Matthew also holds Series 7 and Series 66 licenses. 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.
1
2
MO
10/25/2018 - Present
LPL Financial LLC (CHESTERFIELD MO)
MO
01/09/2009 - 10/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
10/04/2007 - 10/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
03/15/2006 - 09/27/2007
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
BOTH
Issued 03/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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