Matt Secrest Email & Phone Number
Financial Advisor @ LPL Financial
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Matt Secrest Location
- Kansas City, MO, US
Matt Secrest Work
- Financial Advisor @ (August 2022 - Present)
- Regional Vice President, External Wholesaler @ (July 2004 - September 2021)
- Variable Annuity Internal Wholesaler @ (March 2000 - June 2004)
- Independent Sales Agent @ (August 1999 - March 2000)
- Sales Representative @ The Heritage Financial Network (October 1998 - August 1999)
Matt Secrest Education
- Ohio Wesleyan University 1989-1995
Matt Secrest Skills
- 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
Matt Secrest Summary
- Matt Secrest, based in Kansas City, MO, US, is currently a Financial Advisor at LPL Financial. Matt Secrest brings experience from previous roles at Nationwide Financial, Senior Benefit Services: SBS and The Heritage Financial Network. Matt Secrest holds a 1989 - 1995 Ohio Wesleyan University. With a robust skill set that includes Investments, Retirement, Territory Management, Business Development, Retirement Planning and more. Matt Secrest has 3 emails and 1 mobile phone numbers on RocketReach.
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