Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matthews is a financial advisor with over 30 years of experience in the industry. Joseph is registered as a representative with Cetera Investment Advisers LLC. Joseph has been with Cetera Investment Advisers LLC since March 2024 and has previously been employed with John Hancock Distributors LLC, Signator Investors, Inc., First American Insurance Underwriters, The Leaders Group, Inc., Centinel Financial Group, and Self. Joseph is a Chartered Financial Consultant and holds the following securities licenses: Series 6, Series 63, and SIE. Joseph's specializations include Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers. Joseph works with clients in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, Rhode Island, and Virginia.
Marshfield, MA
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (Marshfield MA)
CO
05/22/2020 - 07/02/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
07/20/2015 - 06/05/2018
SIGNATOR INVESTORS, INC. (MARSHFIELD MA)
MA
01/01/2005 - 05/05/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/19/1984 - 01/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/19/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 1/8/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/5/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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