Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Schommer is a financial advisor registered with Cetera Investment Advisers LLC. Matt's career in the financial services industry started on 2008-09-23. Matt has been working in the financial services industry for over 14 years. Matt has passed numerous professional licensing exams, including Series 63, Series 66, Series 24, Series 4 and Series 7. Matt is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. In addition to Cetera Investment Advisers LLC, Matt has previously worked with Ameriprise Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Waddell & Reed, and Sunset Financial Services, Inc. Matt primarily works with individuals and families, providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
FL
01/18/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
05/31/2019 - 08/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Tampa FL)
FL
03/25/2017 - 08/31/2018
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
09/19/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
SC
05/27/2011 - 05/25/2016
WADDELL & REED (COLUMBIA SC)
CO
01/10/2011 - 05/25/2011
SUNSET FINANCIAL SERVICES, INC. (GREELEY CO)
FL
09/30/2005 - 05/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BC
Issued 3/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 8/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 2/11/2008
Series 4 - Registered Options Principal Examination
BC
Issued 8/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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