Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hetrick is a financial advisor with over 20 years of experience in the financial services industry. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst® charterholder. Matthew is registered with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Matthew provides a range of financial services to individual investors and businesses, including financial planning, investment management, and retirement planning. Matthew's current firm is Kestra Advisory Services, LLC, a national independent broker-dealer and investment advisor.
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.
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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CA
07/26/2023 - Present
Kestra Advisory Services, LLC (WOODLAND HILLS CA)
CA
06/01/2009 - 10/24/2012
MORGAN STANLEY (LOS ANGELES CA)
CA
12/20/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
IA
Issued 01/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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