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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cameron Hausmann is a financial advisor with over 18 years of experience in the industry. Matthew currently works with Lincoln Investment and is registered as a Registered Representative (Series 6, Series 63, SIE) and an Investment Advisor Representative (Series 65). He is also licensed to sell securities in 11 states. Matthew's previous experience includes working with LEGEND EQUITIES CORPORATION. He has a wide range of experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Matthew also holds a tax preparation license and assists his clients with their tax needs. He is committed to providing his clients with the highest level of personalized service and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/14/2018 - Present
Lincoln Investment (ERIE PA)
PA
08/23/2004 - 01/03/2017
LEGEND EQUITIES CORPORATION (ERIE PA)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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