Matthew Shafer (CRD# 4573093) is an Investment Advisor Representative working at Key Investment Services LLC in Limerick, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Plymouth Meeting, PA | Aug 2019 - Current | 4 |
| Key Investment Services LLC | Plymouth Meeting, PA | Dec 2018 - Aug 2019 | < 1 |
| Key Investment Services LLC | Plymouth Meeting, PA | Dec 2016 - Dec 2018 | 2 |
| Keybank | Limerick, PA | Sep 2016 - Dec 2018 | 2 |
| Key Investment Services LLC | Plymouth Meeting, PA | Sep 2016 - Dec 2016 | < 1 |
| Lpl Financial, LLC | Limerick, PA | Jan 2011 - Sep 2016 | 5 |
| First Niagara Bank | Limerick, PA | Jan 2011 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- PA
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Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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