Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bayer is an active investment advisor representative registered with Harbour Investments, Inc.. Matthew has been in the industry since June 1996. They have a wide range of experience with previous roles at several firms including WRP INVESTMENTS, INC., LINSCO/PRIVATE LEDGER CORP., A. CH. SECURITIES, INC., SECURITIES SERVICE NETWORK, INC., COMMONWEALTH EQUITY SERVICES, INC., LASALLE ST SECURITIES, L.L.C., SAPERSTON FINANCIAL INC., EISNER SECURITIES, INC. and MFI INVESTMENTS CORP.. Matthew has passed Series 6, Series 7, Series 24, Series 63 and Series 65 exams and has held multiple state licenses. Matthew is currently registered in 21 states and has experience serving a variety of clients including individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
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.
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.
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2
OH
05/08/2018 - Present
Harbour Investments, Inc. (KETTERING OH)
OH
04/12/2004 - 05/11/2004
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
SC
04/02/2001 - 04/12/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
07/07/1998 - 04/04/2001
A. CH. SECURITIES, INC. (DAYTON OH)
TN
03/18/1998 - 07/24/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
11/13/1997 - 03/16/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IL
10/03/1997 - 10/27/1997
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
09/26/1997 - 10/03/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
MO
07/29/1997 - 10/01/1997
EISNER SECURITIES, INC. (ST. LOUIS MO)
OH
05/14/1996 - 07/29/1997
MFI INVESTMENTS CORP. (BRYAN OH)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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