Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephen Mullenix is a financial advisor at LPL Financial LLC, with a branch office located in West Des Moines, IA. Matthew has been in the financial services industry since 1998. Matthew has a wide range of experience in the industry, including working with Morgan Keegan & Company, Inc., PFIC Securities Corporation and Edward Jones. Matthew has a strong focus on providing individual clients with comprehensive financial planning services, including portfolio management, investment strategies and retirement planning. Matthew has also worked with a variety of other client types such as corporations, charitable organizations, and pension and profit-sharing plans. Matthew holds several licenses including Series 63, Series 66 and Series 7.
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
IA
10/12/2005 - Present
LPL Financial LLC (WEST DES MOINES IA)
TN
07/28/2004 - 09/02/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
08/22/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
03/24/1998 - 01/10/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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