Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Topley is an investment advisor representative at Lansing Street Advisors, with a focus on providing financial planning and portfolio management services to individuals, pooled investment vehicles, and high-net-worth individuals. Matthew has been in the industry since 2002 and has a Series 65 and Series 7 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/27/2020 - Present
Lansing Street Advisors (AMBLER PA)
PA
01/03/2006 - 06/13/2007
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
11/28/2002 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
IA
Issued 09/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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