Matt Jelnicky
VP Wealth Enhancement
- Role
- VP Financial Advisor at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Matt Jelnicky
Simple, straight-forward advice on investment, retirement, and tax planning.Assist in all aspects of planning retirement, from accumulation to distributions while in retirement.Strategies to help make your money last, keeping your tax bite as low as possible and figuring out how and when is the best time for social security.
Experience
VP Financial Advisor
Jul 2015 — Present
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.
Education
State University of New York at Fredonia
Bachelor of Business Administration (B.B.A.), Accounting and Finance
1981 — 1983
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