Matt Jelnicky

VP Wealth Enhancement

Role
VP Financial Advisor at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. VP Financial Advisor

    LPL Financial

    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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Matt Jelnicky — VP Financial Advisor at LPL Financial in Charlotte, NC, US | Unifers