Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ray Rogers is a financial advisor with Level Four Advisory Services located in La Grange, NC. Matthew has been in the financial services industry since January 18, 2006. He is a Registered Representative and Investment Advisor Representative in North Carolina. Matthew has worked for several financial firms including LPL FINANCIAL LLC, AXA ADVISORS, LLC and Level Four Financial, LLC. Matthew is a Chartered Financial Consultant. His primary focus is providing financial planning, portfolio management and pension consulting. He is also a registered representative with FINRA and has a Series 7, Series 66 and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
NC
05/09/2017 - Present
Level Four Advisory Services (La Grange NC)
NC
09/11/2015 - 09/21/2021
LPL FINANCIAL LLC (GREENVILLE NC)
NC
01/19/2006 - 09/16/2015
AXA ADVISORS, LLC (GREENVILLE NC)
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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