Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Merzoian is a financial advisor with over 30 years of experience. He has been associated with LPL Financial LLC in Fresno, CA since 2012. Previously, Matthew was a registered representative with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Linsco/Private Ledger Corp. Matthew is licensed to conduct business in California and holds a Series 6, Series 7, Series 63 and Series 65 licenses. His specializations include: retirement planning, college savings planning, and investment planning. He is dedicated to helping clients reach their financial goals through personalized investment planning and wealth management strategies.
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
CA
09/05/2012 - Present
LPL Financial LLC (FRESNO CA)
CA
01/03/2011 - 09/06/2012
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
04/11/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
CA
06/21/2004 - 04/26/2007
LINSCO/PRIVATE LEDGER CORP. (FRESNO CA)
MA
05/14/2003 - 02/27/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/15/2001 - 04/01/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/28/1993 - 11/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/28/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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