Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mayer is a financial advisor with over 9 years of experience in the industry. Matthew has a Series 7 and Series 63 licenses. Currently, Matthew is registered with M Holdings Securities, Inc. and is located in Berwyn, PA. Previously, Matthew was with Lincoln Financial Advisors Corporation in Exton, PA and Vanguard Marketing Corporation in Malvern, PA. Matthew is a Certified Financial Planner™ professional and specializes in financial planning, pension consulting, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors. Matthew has over 10 years of experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
04/07/2021 - Present
M Holdings Securities, Inc. (BERWYN PA)
PA
10/19/2020 - 01/22/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (EXTON PA)
PA
08/01/2012 - 10/21/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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