Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Volkers is a financial advisor registered with Ameritas Advisory Services, LLC. Matthew has been in the financial services industry since 2009. Matthew has a broad range of experience with individual investors, corporate clients, and non-profit organizations. In addition to his financial advising experience, Matthew has also worked as a realtor, business owner and cleaning service provider. Matthew has offices in Saint Cloud, MN.
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.
Solicitor fees
1
2
MN
03/11/2022 - Present
Ameritas Advisory Services, LLC (ST. CLOUD MN)
CO
08/31/2021 - 03/10/2022
CETERA ADVISOR NETWORKS LLC (GREENWOOD VILLAGE CO)
CO
08/31/2021 - 03/10/2022
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
CO
08/31/2021 - 03/10/2022
CETERA FINANCIAL SPECIALISTS LLC (GREENWOOD VILLAGE CO)
MN
08/31/2021 - 03/10/2022
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
CO
08/31/2021 - 03/10/2022
FIRST ALLIED SECURITIES, INC. (GREENWOOD VILLAGE CO)
MN
11/23/2016 - 08/12/2020
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
05/31/2013 - 08/12/2020
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
11/23/2016 - 08/12/2019
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
11/23/2016 - 08/12/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
05/31/2013 - 08/12/2019
CETERA ADVISORS LLC (ST CLOUD MN)
MN
05/29/2013 - 08/12/2019
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
11/23/2016 - 11/02/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
MN
11/12/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
05/31/2013 - 12/31/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MN
01/31/2011 - 05/03/2013
SECURITIES AMERICA, INC. (SAINT CLOUD MN)
MN
08/14/2008 - 02/23/2010
U.S. BANCORP INVESTMENTS, INC. (MAPLE GROVE MN)
MN
11/12/2007 - 07/14/2008
PRUCO SECURITIES, LLC. (SARTELL MN)
IA
Issued 05/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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