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 Rohde is an investment advisor representative and a registered representative at LPL Financial LLC. Matthew has been in the financial services industry since March 2000, working at several firms including Walnut Street Securities, Inc., Financial Network Investment Corporation, and Cetera Advisor Networks LLC. Matthew is registered to provide investment advisory services in Ohio and Texas.
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
OH
09/16/2021 - Present
LPL Financial LLC (FAIRVIEW PARK OH)
OH
12/07/2010 - 09/28/2020
CETERA ADVISOR NETWORKS LLC (FAIRVIEW PARK OH)
OH
06/02/2008 - 12/08/2010
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
OH
03/22/2000 - 06/03/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ROCKY RIVER OH)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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