Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sloan Welch is a financial advisor with LPL Financial LLC in Portland, ME. Matthew has been in the financial services industry since 2013. Matthew has a broad range of experience and is dedicated to providing clients with personalized financial advice. Matthew holds the Series 6, 7, 63, and 65 licenses. Matthew is registered in Maine.
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
ME
05/19/2023 - Present
LPL Financial LLC (PORTLAND ME)
ME
05/09/2016 - 08/10/2018
ALLSTATE FINANCIAL SERVICES, LLC (SOUTH PORTLAND ME)
ME
03/20/2013 - 04/25/2016
PRUCO SECURITIES, LLC. (SOUTH PORTLAND ME)
BC
Issued 09/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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