Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Connor Flynn is a financial advisor with over 13 years of experience in the industry. Matthew is currently registered with Cetera Investment Advisers LLC in Lombard, Illinois. Matthew has previously been affiliated with Foresters Financial Services, Inc. and Securities America, Inc.. Matthew holds a Series 6, Series 7, Series 26, Series 63, and Series 65 license. Matthew provides financial planning, portfolio management, and pension consulting services.
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.
1
2
IL
01/31/2022 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
03/18/2019 - 02/04/2022
SECURITIES AMERICA, INC. (WARRENVILLE IL)
IL
11/25/2009 - 03/15/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 1/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/7/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 3/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Flynn is the right advisor for you? Invested Better is here to help.
