Unclaimed
Matthew Cyr has been in the financial services industry since June 3, 1999. Matthew is currently registered with Cetera Investment Advisers LLC and has been with the firm since January 2014. Prior to that, Matthew was with TD Wealth Management Services Inc., BancNorth Investment Group, Inc., Primevest Financial Services, Inc., and Compulife Investor Services, Inc. Matthew specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Matthew is registered to provide investment advice in Maine, Texas, Florida, Massachusetts, New Hampshire, North Carolina, South Carolina, and Tennessee. Matthew is a board member for Seeds of Hope Neighborhood Center and is also the Chief Banking Officer at Saco & Biddeford Savings Institution.
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.
1
2
ME
03/24/2021 - Present
Cetera Investment Advisers LLC (SACO ME)
ME
11/17/2009 - 04/23/2010
TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)
MA
01/01/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (SPRINGFIELD MA)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/25/1999 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 3/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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