Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sian? Claim Your ProfileSian Eluned Matt is a financial advisor with LPL Financial LLC and has been in the industry since November 2021. Sian is registered as a Registered Representative and Investment Advisor Representative in New York. Sian is a Series 66, Series 7TO and SIE license holder. They are also registered in several other states. Sian provides services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. They specialize in financial planning, portfolio management, and investment advice.
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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NY
01/26/2022 - Present
LPL Financial LLC (OWEGO NY)
BOTH
Issued 01/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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