Matthew Hineman, financial advisor Covington KY

Matthew Hineman

CRD Number: 7039345
Current Firm: Fidelity Personal And Workplace Advisors

Matthew Hineman (CRD# 7039345) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Sep 2017 - Current 5
Jackson National Life Insurance Lansing, MI May 2013 - Aug 2017 4
Western Michigan University Kalamazoo, MI Sep 2012 - Dec 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Matthew R. Hineman
Phone Number: 617-563-7000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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