Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jerald Breimayer is an investment advisor representative with J. W. Cole Advisors, Inc. Matthew has been in the financial services industry for over 19 years. He has worked for several firms, including Workman Securities Corporation and Askar Corp. Matthew is registered to provide investment advice in several states including California, Florida, Michigan, North Carolina, South Carolina, Texas, Utah, and Virginia. Matthew holds Series 6, 63, and 65 licenses. Matthew also has a passion for helping families with college planning.
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.
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.
Hourly & fixed rate consulting
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
FL
08/24/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MI
01/11/2010 - 08/17/2011
WORKMAN SECURITIES CORPORATION (TRAVERSE CITY MI)
MI
08/15/2008 - 02/11/2010
ASKAR CORP. (TRAVERSE CITY MI)
MI
09/12/2006 - 08/14/2008
WORKMAN SECURITIES CORPORATION (TRAVERSE CITY MI)
MI
09/06/2004 - 09/14/2006
WADDELL & REED, INC. (TRAVERSE CITY MI)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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