Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Verstegen is a financial advisor with over 7 years of experience in the financial services industry. Matthew currently works with LPL Financial LLC, a large financial services company, where Matthew provides financial advice to both individuals and businesses. Matthew holds Series 7, Series 66, and Series 7TO licenses, as well as an active registration in 12 states. Prior to working at LPL Financial LLC, Matthew has worked for EY, Artisan Partners and the University of Wisconsin - Whitewater. Matthew specializes in helping clients with financial planning, portfolio management, and retirement planning.
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
WI
09/27/2021 - Present
LPL Financial LLC (KIMBERLY WI)
WI
07/08/2015 - 10/26/2015
LPL FINANCIAL LLC (KIMBERLY WI)
WI
01/01/2015 - 02/26/2015
LPL FINANCIAL LLC (KIMBERLY WI)
BOTH
Issued 09/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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