Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Donovan is a financial advisor with over 20 years of experience in the industry. Matthew works with a variety of clients, including individuals, families, businesses, and retirement plans. He is a Registered Representative with LPL Financial and a Registered Investment Advisor with Integrated Wealth Concepts LLC. Matthew focuses on providing financial planning, investment management, and retirement planning services.
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
MA
08/22/2016 - Present
Integrated Wealth Concepts LLC (Rockland MA)
MA
01/02/2015 - 08/02/2016
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
08/06/2003 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
NY
09/17/2001 - 07/23/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
09/23/2000 - 08/23/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
07/29/1999 - 10/05/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1999 - 10/05/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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