Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Stephan Hammer is a registered investment advisor representative with Jacobi Capital Management, LLC. Mathew has been in the industry since 1991 and has a broad range of experience. Mathew holds Series 7, 63, and 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
05/30/2017 - Present
Jacobi Capital Management, LLC (Berwyn PA)
PA
05/30/2017 - 11/10/2017
LPL FINANCIAL LLC (BERWYN PA)
PA
01/27/2006 - 05/30/2017
WFG INVESTMENTS, INC. (WAYNE PA)
PA
01/01/2004 - 02/02/2006
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
12/22/1992 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
11/11/1991 - 10/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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