Unclaimed
Matthew Lessman is a registered investment advisor representative with Ausdal Financial Partners, Inc. Matthew has been in the securities industry since 2005. Matthew Lessman is also a registered investment advisor in Nebraska. Matthew Lessman has passed the Series 7, Series 66 and the SIE exams. In addition to Ausdal Financial Partners, Inc., Matthew Lessman has worked at Larson Financial Securities, LLC and TD Ameritrade, Inc. Matthew Lessman is also a Certified Financial Planner. Matthew Lessman has worked in the real estate industry for a number of years and is also involved with a number of companies including: MINT HILL INSURANCE SERVICES, LLC, MINT HILL HOLDING COMPANY, LLC, ML FINANCIAL, LLC, MINT HILL CAPITAL HOLDING COMPANY, LLC, MINT HILL CAPITAL2, LLC, and MINT HILL CAPITAL HOLDING, LLC.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
NE
06/11/2020 - Present
Ausdal Financial Partners, Inc. (Omaha NE)
MO
03/10/2011 - 11/21/2017
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
NE
04/22/2006 - 06/01/2006
TD AMERITRADE, INC. (BELLEVUE NE)
NE
10/07/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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