Unclaimed
Matthew Sexton is a financial advisor who has been in the industry since 2010. Matthew is registered with LPL Financial LLC. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Matthew also has experience providing financial planning, investment management, and insurance services. Matthew is committed to providing clients with personalized financial advice and guidance to help them 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
MA
12/15/2021 - Present
LPL Financial LLC (WORCESTER MA)
MA
12/17/2019 - 10/29/2021
PEOPLE'S SECURITIES, INC. (WORCESTER MA)
MA
01/13/2016 - 12/17/2019
INFINEX INVESTMENTS, INC. (Worcester MA)
CT
06/18/2015 - 01/25/2016
LPL FINANCIAL LLC (PUTNAM CT)
MA
12/10/2013 - 02/28/2015
CCO INVESTMENT SERVICES CORP. (HUDSON MA)
MA
09/19/2012 - 12/03/2013
SANTANDER SECURITIES LLC (ASHLAND MA)
MA
08/03/2012 - 09/19/2012
LPL FINANCIAL LLC (ASHLAND MA)
MA
08/23/2010 - 12/20/2011
SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)
MA
10/16/2009 - 02/19/2010
METLIFE SECURITIES INC. (WESTBOROUGH MA)
MA
01/07/2009 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
07/08/2008 - 12/11/2008
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 02/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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