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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Erickson is a financial advisor with Cetera Investment Advisers LLC, offering financial planning, portfolio management for individuals and businesses, and educational seminars. Matt's experience in the financial industry dates back to April 25, 2000. Matt has a wide range of experience serving clients in Placerville, CA, and has held past roles with Pension Planners Securities, Inc. and Fortis Investors, Inc. Matt is licensed in California and holds the Series 6, 62, 63, and 65 licenses along with the SIE exam. Matt Erickson is also a Chartered Financial Consultant.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (PLACERVILLE CA)
CA
06/22/2000 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (PLACERVILLE CA)
MN
03/31/2000 - 05/26/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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