Matthew Tae (CRD# 5907129) is an Investment Advisor Representative working at Diversified Human Solutions in Philadelphia, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified Human Solutions Dba Dhs Financial Strategies | Philadelphia, PA | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
PA
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