Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wencis is a financial advisor with LPL Financial LLC. Matthew has been in the financial industry for over seven years. Matthew's previous experience includes roles at Commonwealth Financial Network and Fidelity Brokerage Services LLC. Matthew holds Series 63, SIE, Series 7, and Series 99TO licenses. Matthew is registered in California. Matthew focuses on providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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CA
01/27/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
11/20/2017 - 07/31/2023
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
08/10/2015 - 11/03/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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