Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Van Hekken is an investment advisor representative with Charles Schwab & Co., Inc. located in Grand Rapids, MI. Matthew Van Hekken has been in the financial services industry since 2007. Matthew Van Hekken's professional experience includes previous roles at Fidelity Brokerage Services LLC, The Huntington Investment Company, Cetera Investment Services LLC, CUSO Financial Services, L.P., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.. Matthew Van Hekken holds Series 7, Series 31, and Series 66 securities licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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MI
06/28/2023 - Present
Charles Schwab & CO., Inc. (Grand Rapids MI)
KY
10/17/2022 - 06/05/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MI
10/14/2021 - 10/06/2022
THE HUNTINGTON INVESTMENT COMPANY (Grand Rapids MI)
MI
05/29/2018 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (CALEDONIA MI)
MI
10/31/2016 - 05/29/2018
CUSO FINANCIAL SERVICES, L.P. (Caledonia MI)
MI
07/19/2010 - 02/02/2011
RAYMOND JAMES & ASSOCIATES, INC. (MUSKEGON MI)
MI
11/18/2005 - 07/16/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
NY
11/21/2003 - 12/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/10/2002 - 09/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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