Matthew FreyCRD Number: 5966938
Current Firm: Msi Financial Services, Inc.
Matthew Frey (CRD# 5966938) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Lancaster, PA and has over 6 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Metlife Securities||Camp Hill, PA||Aug 2011 - Current||6|
|Metz Culinary Mgmt||Annville, PA||Feb 2011 - Aug 2011||< 1|
|Atlantic Soccer Factory||Egg Harbor Township, NJ||Aug 2009 - Jan 2011||1|
|Adidas Factory Outlet||Atlantic City, NJ||Aug 2008 - Nov 2010||2|
|Lycoming College||Williamsport, PA||Oct 2008 - Aug 2009||< 1|
|Lycoming College||Williamsport, PA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
|S63||Uniform Securities State Law Examination||Sep 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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