Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Fortney is a financial advisor with over 24 years of experience in the industry. He is currently registered with LPL Financial LLC and is licensed to provide investment advice in Connecticut and Rhode Island. Matthew has been working with clients in the Shelton, Connecticut area for many years. He has experience working with individuals, high-net-worth individuals, families, retirement plans, businesses, and charitable organizations. Matthew has previously worked with Metlife Securities Inc. and Prudential Annuities Distributors, Inc. Matthew has earned his Series 6, 7, 26, 63, and 65 licenses.
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
CT
10/18/2017 - Present
LPL Financial LLC (SHELTON CT)
CT
03/23/2010 - 11/30/2015
METLIFE SECURITIES INC. (SHELTON CT)
CT
01/29/1999 - 09/29/2009
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BC
Issued 06/14/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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