Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brown is a financial advisor at LPL Financial LLC, a registered investment advisor with more than $50 billion in assets under management. Matthew has been in the financial services industry since 1990 and has a strong track record of helping individuals and families reach their financial goals. Matthew is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Matthew is registered to provide securities and investment advisory services in California, Florida, Georgia, Illinois, Michigan, New Mexico, Oklahoma, Pennsylvania, South Carolina, and Washington.
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
MI
10/11/2019 - Present
LPL Financial LLC (FENTON MI)
MI
10/05/2009 - 10/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Blanc MI)
MI
04/17/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LIVONIA MI)
MI
08/17/1993 - 04/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NJ
06/26/1992 - 07/20/1993
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
06/25/1991 - 07/23/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/20/1990 - 07/16/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/19/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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