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Matthew Webber is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with Cetera Investment Advisers LLC in Houston, Texas. Matthew has been active in the industry since August 2002. Prior to joining Cetera Investment Advisers LLC, Matthew was employed by Securian Financial Services, Inc. in Houston, Texas. Matthew holds licenses for both broker-dealer and investment advisor activities in Texas. Matthew also holds the Series 7, Series 6, and Series 63 licenses and the SIE exam. Matthew holds the designation of Chartered Financial Consultant.
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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TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
08/13/2002 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 7/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 8/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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