Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mazza is an investment advisor representative with Cetera Investment Advisers LLC, registered with the state of Pennsylvania. Matthew has been in the financial services industry since 2000 and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Prior to joining Cetera Investment Advisers LLC, Matthew was affiliated with Blue Vase Securities, LLC, Capital Analysts, Incorporated, Allstate Financial Services, LLC, New England Securities, and UAM Fund Distributors, Inc.. Matthew offers a variety of financial products and services including life, health, disability, annuities, and long-term care insurance. Matthew also provides financial planning, pension consulting, and educational seminars.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (SEWICKLEY PA)
PA
12/01/2004 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
OH
03/08/2004 - 12/01/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NE
10/17/2002 - 02/25/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
10/06/2000 - 08/19/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/21/2000 - 09/28/2000
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 7/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2002
Series 7 - General Securities Representative Examination
BC
Issued 7/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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