Unclaimed
Christopher Matheson is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the industry since 1997 and has experience with a variety of financial products and services. Christopher is registered with the state of California as an Investment Adviser Representative and is also licensed in several other states. Christopher holds the Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Prior to joining Cetera Investment Advisers LLC, Christopher was with ONEAMERICA SECURITIES, INC. and MML INVESTORS SERVICES, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (GLENDORA CA)
CA
12/22/2014 - 02/15/2023
ONEAMERICA SECURITIES, INC. (Glendora CA)
CA
11/04/2009 - 10/27/2014
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
10/02/2002 - 09/30/2009
NYLIFE SECURITIES LLC (PASADENA CA)
MN
01/16/2002 - 09/06/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
09/22/1997 - 11/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/1997 - 11/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 9/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 9/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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