Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Welgat is a financial advisor at LPL Financial LLC. Matthew has over 20 years of experience in the financial services industry. Matthew's previous experience includes roles at Sigma Financial Corporation, National Planning Corporation, Waterstone Financial Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds Series 63, 66, 7 and SIE licenses. Matthew is registered in Arizona and Illinois. Matthew's practice specializes in financial planning, portfolio management, and retirement planning. Matthew also offers educational seminars and consulting services.
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
AZ
06/22/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
IL
08/12/2016 - 05/15/2023
SIGMA FINANCIAL CORPORATION (LISLE IL)
IL
03/17/2009 - 03/01/2010
NATIONAL PLANNING CORPORATION (NAPERVILE IL)
IL
04/04/2005 - 03/18/2009
WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)
NY
08/26/2003 - 04/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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