Matt Secrest
Financial Advisor at LPL Financial | Kansas City Metropolitan Area
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Financial Advisor at LPL Financial in August 2022 to Present
Regional Vice President, External Wholesaler at Nationwide Financial in July 2004 to September 2021
Variable Annuity Internal Wholesaler at Nationwide Financial in March 2000 to June 2004
Independent Sales Agent at Senior Benefit Services: SBS in August 1999 to March 2000
Sales Representative at The Heritage Financial Network in October 1998 to August 1999
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Ohio Wesleyan University, BA, January 1989 to January 1995
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Investments
Retirement
Territory Management
Business Development
Retirement Planning
Mutual Funds
Series 6
Series 63
Fixed Annuities
401k
Wealth Management
Asset Allocation
Securities
Hold Series 7
Marketing
Business Relationship Management
Sales
Leadership
Financial Advisory
Investment Advisory
Salesforce.com
Portfolio Management
Zoom
Investment Management
Insurance
ETFs
Securities Regulation
Customer Relationship Management (CRM)
Presentations
Investment Strategies
Customer Service
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Discover more about LPL FinancialWhat is Matt Secrest email address?
Email Matt Secrest at [email protected] and [email protected]. This email is the most updated Matt Secrest's email found in 2026.
What is Matt Secrest phone number?
Matt Secrest phone number is 9139408137.
How to contact Matt Secrest?
To contact Matt Secrest send an email to [email protected] or [email protected]. If you want to call Matt Secrest try calling on 9139408137.
What company does Matt Secrest work for?
Matt Secrest works for LPL Financial
What is Matt Secrest's role at LPL Financial?
Matt Secrest is Financial Advisor
Matt Secrest Email Addresses
Matt Secrest Phone Numbers
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