Unclaimed
Matthew Hatchel is a financial professional with over 17 years of experience in the financial services industry. He is currently registered with State Farm Investment Management Corp., and is licensed to provide investment advice in Ohio. Matthew has a strong background in securities and investment products, holding Series 6, 7, and 63 licenses. Matthew's past experience includes working with Oppenheimer & Co. Inc. Matthew has a dedicated focus on providing investment advice and managing portfolios for individual clients and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
OH
05/03/2021 - Present
State Farm Investment Management Corp. (Lewis Center OH)
NY
11/26/2003 - 02/24/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 12/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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