Unclaimed
Matthew Paul Hildebrand is a financial advisor at Vanguard Advisers, Inc. He has been in the industry since August 27, 1999, and has a broad range of experience working with individual clients, families, and businesses. Matthew is registered in both Pennsylvania and Texas. He is a certified Investment Advisor Representative and holds the Series 6, 7, 24, 63 and 65 licenses. He specializes in portfolio management and financial planning. Matthew is also an independent career coach, working with clients on a part-time basis.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/05/2016 - Present
Vanguard Advisers, Inc. (MALVERN PA)
CT
02/13/2002 - 06/20/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IA
Issued 02/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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