Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carrier is a financial advisor at Cetera Investment Advisers LLC. Matthew has been in the financial industry since February 2004 and has a wide range of experience. Matthew provides financial planning, portfolio management, and educational seminars to individuals and businesses. Matthew is registered with the state of Indiana and Texas. Matthew is also licensed to sell securities and has passed several industry exams.
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
IN
01/12/2023 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
10/01/2012 - 02/26/2013
J.P. MORGAN SECURITIES LLC (KENDALLVILLE IN)
IN
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
IL
02/04/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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