Unclaimed
Matthew Hartle is a financial professional with over 20 years of experience in the industry. Matthew has been registered with PNC Investments since 2007. Previously, Matthew was registered with NatCity Investments, Inc. in Cleveland, Ohio. Matthew holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Matthew's specializations include Asset Allocation, Investment Advisory Services, and Portfolio Management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/10/2007 - Present
PNC Investments (WEXFORD PA)
OH
11/05/2003 - 11/24/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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