Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephenson McLean is a financial advisor at LPL Financial LLC. Matthew has been in the industry since 2002 and is registered with the state of North Carolina. Matthew has a Series 6, 7, 63 and 65 licenses and a SIE designation. Matthew specializes in portfolio management for individuals and businesses. He also provides financial planning and pension consulting services. Matthew's office is located at 122 Memory Plz in Whiteville, NC.
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
NC
03/22/2011 - Present
LPL Financial LLC (WHITEVILLE NC)
NC
07/11/2008 - 11/17/2010
AXA ADVISORS, LLC (WILMINGTON NC)
NE
03/13/2008 - 06/18/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NC
08/24/2004 - 12/21/2007
H.D. VEST INVESTMENT SERVICES (OAK ISLAND NC)
IN
07/01/2002 - 08/26/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CT
01/10/2001 - 02/14/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NJ
12/19/2000 - 12/22/2000
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 08/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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