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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stratton is a financial advisor with over 20 years of experience in the industry. Matthew has worked with Girard Advisory Services, LLC since 2016. Prior to joining Girard Advisory Services, LLC Matthew was with LPL FINANCIAL LLC and Charles Schwab & Co., Inc.. Matthew's expertise is in financial planning, portfolio management for individuals and businesses, and pension consulting. Matthew is a registered Investment Advisor Representative and has a Series 7, Series 10, Series 9, Series 31, and Series 63 license. Matthew is dedicated to providing his clients with personalized financial advice and helping 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/27/2016 - Present
Girard Advisory Services, LLC (Fort Myers FL)
FL
10/23/2012 - 12/31/2015
LPL FINANCIAL LLC (FT MYERS FL)
FL
05/09/2000 - 07/31/2012
CHARLES SCHWAB & CO., INC. (FORT MYERS FL)
NC
06/10/1998 - 04/18/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
04/10/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
08/29/1996 - 03/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
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Inactive
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