Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Babcock is a financial advisor at Hantz Financial Services, Inc. with over 30 years of experience in the industry. Matthew is a Chartered Financial Consultant and has earned Series 63, Series 7, and SIE licenses. Matthew currently holds licenses in Arizona, California, Florida, Georgia, Hawaii, Illinois, Indiana, Michigan, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, and Texas. Matthew has been associated with Hantz Financial Services, Inc. since June 1999. Prior to that, Matthew was associated with VESTAX SECURITIES CORPORATION and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Matthew specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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
MI
02/06/2013 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
NA
06/23/1999 - 07/15/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/19/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
11/29/1990 - 10/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/29/1990 - 10/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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