Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hartman has been in the financial services industry for over 26 years. Matthew currently works at LPL Financial LLC, where he is a registered representative and investment advisor representative. Matthew has also previously worked for MML Investors Services, LLC and Olde Discount 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/15/2023 - Present
LPL Financial LLC (FEASTERVILLE TREVOSE PA)
PA
06/25/1997 - 12/31/2022
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
MI
03/12/1996 - 03/19/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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