Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hogan is a financial advisor with over 17 years of experience in the financial services industry. Matthew is currently registered with LPL Financial LLC, with a branch office in St. Louis, Missouri. Prior to joining LPL Financial LLC, Matthew has held positions at Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, EverTrade Direct Brokerage, Inc., and Morgan Stanley & Co., Incorporated. Matthew is a Series 7, Series 63, and Series 65 licensed financial advisor, and he holds the SIE designation. Matthew specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Matthew's practice offers a wide range of services, including retirement planning, college savings planning, estate planning, and insurance planning. Matthew's commitment to providing personalized financial advice has helped him build a strong reputation in the community.
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
MO
10/28/2024 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
04/11/2019 - 09/12/2023
FIDELITY BROKERAGE SERVICES LLC (CHESTERFIELD MO)
MO
07/05/2016 - 02/12/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ST. LOUIS MO)
MO
09/14/2013 - 06/08/2016
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
NY
01/16/2001 - 10/31/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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