Unclaimed
Hans Mathiak is a financial advisor with Fifth Third Securities, Inc. He has over 20 years of experience in the financial services industry. Hans is registered with the state of Michigan as an investment advisor representative and holds the Series 66, Series 7 and SIE licenses. Hans provides a range of financial advisory services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Hans is also a sponsor of a wrap fee program. His prior experience includes time at J.P. Morgan Securities LLC, Chase Investment Services Corp., MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and AXA Advisors, LLC.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MI
10/08/2012 - Present
Fifth Third Securities, Inc. (TRAVERSE CITY MI)
MI
10/01/2012 - 10/02/2012
J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)
MI
12/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TRAVERSE CITY MI)
GA
08/05/2009 - 08/03/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
06/30/2003 - 07/23/2009
METLIFE SECURITIES INC. (ATLANTA GA)
GA
06/30/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (KENNESAW GA)
NY
11/16/2001 - 07/02/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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