Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Oliver Ramer is a financial advisor with Commonwealth Financial Network. Matthew has been in the industry since 1999. Matthew specializes in working with individuals, families, and small businesses. Matthew has worked with several other firms in the past, including Morgan Stanley, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Matthew holds the Series 7, 31, and 66 licenses, and the SIE exam. Matthew offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Matthew is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
11/08/2013 - Present
Commonwealth Financial Network (Vero Beach FL)
PA
11/08/2013 - 12/21/2022
COMMONWEALTH FINANCIAL NETWORK (PHILADELPHIA PA)
PA
06/01/2009 - 11/20/2013
MORGAN STANLEY (PHILADELPHIA PA)
PA
06/30/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
08/30/1999 - 07/03/2006
MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)
BOTH
Issued 09/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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