Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McClellan is a financial advisor at LPL Financial LLC. Matthew has been working in the financial services industry since 1992 and has a wide range of experience working with a variety of clients including high-net-worth individuals, businesses, charitable organizations, and pension and profit sharing plans. Matthew is registered with the state of Florida and has passed the Series 7, Series 24, Series 63, and Series 65 exams. Matthew has previously worked at several other firms, including SunTrust Investment Services, Inc., Essex National Securities, Inc., and Ohio Savings Securities, Inc.
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
FL
02/09/2006 - Present
LPL Financial LLC (LAKE WORTH FL)
FL
06/29/2004 - 01/20/2006
SUNTRUST INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)
CA
03/28/2002 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OH
10/21/1998 - 02/28/2002
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
CA
05/01/1998 - 10/20/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/22/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MO
09/23/1997 - 10/29/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
07/18/1996 - 02/07/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
04/02/1992 - 07/16/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/02/1992 - 07/16/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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