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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Costanzo is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since 2009 and holds a Series 6, 7, 63, and 65 license as well as the SIE exam. Matthew is registered to provide investment advice in California and Pennsylvania. Matthew has experience in fixed insurance, consulting services, and advisory services. Matthew's firm, Cetera Investment Advisers LLC, is based in Schaumburg, Illinois. Cetera Investment Advisers LLC offers a range of investment advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (Wexford PA)
IA
Issued 12/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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