Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Walter Meyers is a financial advisor registered with LPL Financial LLC. Matthew has been working in the financial services industry since 1984. Matthew holds Series 6, 7, 63 and 65 licenses, and the SIE exam. Matthew is registered to offer investment advice and brokerage services in Arkansas, Florida, Illinois, Louisiana, New Mexico, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, and Washington. Matthew has previously worked with VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISORS, LLC. Matthew is also a registered representative for LPL Financial LLC.
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.
1
2
TX
06/29/2020 - Present
LPL Financial LLC (AUSTIN TX)
TX
01/03/2011 - 07/07/2020
VOYA FINANCIAL ADVISORS, INC. (Austin TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
CT
02/04/1996 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
04/19/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
02/15/1984 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Meyers is the right advisor for you? Invested Better is here to help.
