Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Snively is a financial advisor with over 30 years of experience in the industry. Matthew is currently registered with LPL Financial LLC and has been with the firm since May 2009. Previously, Matthew worked for CUNA Brokerage Services, Inc., Charles Schwab & Co., Inc., Brown & Company Securities Corporation, and Chatfield Dean & Co., Inc. Matthew holds Series 63, 7, 8, 9, 10 and SIE licenses. Matthew has a proven track record of success in 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.
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2
IN
05/13/2009 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
10/04/2006 - 04/16/2009
CUNA BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)
IN
08/10/1992 - 08/30/2006
CHARLES SCHWAB & CO., INC. (CARMEL IN)
MA
07/01/1992 - 08/11/1992
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
CO
04/23/1992 - 06/18/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 04/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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