Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stanley Lempa is a registered representative with Equity Services, Inc. and has been in the financial services industry since June 21, 1989. Matthew Lempa holds the Series 6, 7, 22, and 63 licenses. Matthew Lempa also holds the SIE exam. Matthew Lempa has a specialization in financial planning, portfolio management for businesses, and portfolio management for individuals. Matthew Lempa's other business activities include Evolution Financial Group, Boswell & Lempa Financial Management, and Zenith Financial Group.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/07/2001 - Present
Equity Services, Inc. (MEDIA PA)
MN
03/23/1988 - 02/23/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
03/26/1987 - 12/11/1987
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/03/1984 - 06/14/1986
IRG SECURITIES, INC.
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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