Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lavoie is a financial advisor in Denver, CO with over 13 years of experience. He is a Registered Representative with Larson Financial Group, LLC and is also a Chartered Financial Analyst. Matthew has previously held positions at CHARLES SCHWAB & CO., INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, THRIVENT INVESTMENT MANAGEMENT INC., and E*TRADE SECURITIES 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MO
09/09/2024 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
CO
03/11/2010 - 06/26/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
09/25/2009 - 02/22/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
07/25/2007 - 08/31/2009
THRIVENT INVESTMENT MANAGEMENT INC. (ARVADA CO)
NC
08/17/2006 - 06/25/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 08/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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