Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Caleb Cox is a financial professional registered with Cetera Investment Advisers LLC. Matthew has been in the industry since May 2021. Matthew has a Series 7, Series 66 and a SIE license. Matthew holds a Certified Financial Planner designation. Matthew has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Matthew specializes in retirement planning, college savings, insurance, and estate planning.
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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IL
08/09/2023 - Present
Cetera Investment Advisers LLC (FAIRVIEW HEIGHTS IL)
IL
05/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FAIRVIEW HGHTS IL)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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