Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Purvis is a financial advisor with LPL Financial LLC. Matthew has been in the financial industry since August 11, 2018, and holds Series 7 and Series 66 securities licenses. Matthew is also registered in multiple states as both a Broker and Investment Advisor. Matthew specializes in providing financial advice to individuals, high net worth individuals, businesses, corporations, and pension and profit sharing plans. Matthew is committed to providing personalized financial advice that helps clients 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.
1
2
MS
12/12/2024 - Present
LPL Financial LLC (NEW ALBANY MS)
MS
08/06/2018 - 07/18/2022
SORRENTO PACIFIC FINANCIAL, LLC (NEW ALBANY MS)
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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