Unclaimed
Matthew Heyman is a financial advisor with Lincoln Financial Distributors, Inc. Matthew has been in the financial services industry since November 7, 2023 and has a Series 63, Series 7TO and SIE licenses. He is currently registered to provide investment advice in Pennsylvania. Matthew's previous experience includes working at VANGUARD MARKETING CORPORATION.
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.
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.
1
2
PA
07/08/2024 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
12/19/2022 - 08/18/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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