Unclaimed
Matthew Christopher Bloemer is a financial advisor associated with Capital Client Group, Inc. Matthew has been in the financial services industry since December 10, 2006 and has passed the Series 6, Series 7 and Series 66 examinations. Matthew is registered to provide investment advice in California. Matthew has previously worked at Lincoln Financial Advisors Corporation, MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
04/04/2017 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NJ
09/15/2008 - 03/13/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (PARAMUS NJ)
NJ
11/30/2006 - 09/17/2008
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
11/30/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BOTH
Issued 01/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Bloemer is the right advisor for you? Invested Better is here to help.