Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wiley is a financial advisor with over 16 years of experience in the industry. Matthew is currently registered with LPL Financial LLC and is located in Wexford, Pennsylvania. Matthew is a Series 7 and Series 63 licensed professional. Matthew has previously worked for Cambridge Investment Research, Inc. and Raymond James Financial Services, 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.
1
2
PA
05/02/2023 - Present
LPL Financial LLC (WEXFORD PA)
PA
01/14/2022 - 05/05/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wexford PA)
PA
08/10/2015 - 01/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEXFORD PA)
PA
09/14/2006 - 08/25/2015
LPL FINANCIAL LLC (WEXFORD PA)
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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