Unclaimed
Matthew Webber is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Cetera Investment Advisers LLC in Houston, Texas. Previously, Matthew worked for Securian Financial Services, Inc. in Houston, Texas. Matthew is also a Chartered Financial Consultant. Matthew holds the Series 6, 7, 63, and 65 licenses and the SIE. Cetera Investment Advisers LLC is a Registered Investment Advisor with approximately $104 billion in assets under management.
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
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 07/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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