Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matson is a financial advisor with over 40 years of experience in the industry. Robert is registered with LPL Financial LLC in both Massachusetts and Texas. Robert has a wide range of experience and expertise in financial planning, portfolio management, and insurance. Robert is also a Chartered Financial Consultant (ChFC). Robert has a proven track record of success and is committed to providing his clients with personalized financial advice and services.
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
MA
02/17/2016 - Present
LPL Financial LLC (MILLIS MA)
IN
09/21/1992 - 11/04/1993
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NY
12/22/1982 - 10/06/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/17/1982 - 01/10/1983
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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