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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Connor Gross is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the industry since 2002 and holds Series 7, 63, and 65 licenses, along with the SIE. He is a Chartered Financial Consultant and specializes in retirement planning, investment management, and financial planning for individuals and families. Matthew has a strong background in working with clients to understand their financial goals and developing personalized plans to achieve them.
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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MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
07/01/2002 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 08/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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