Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cooper Munn is a financial professional with over 30 years of experience in the financial services industry. Matthew is currently registered with Cetera Investment Advisers LLC in Scottsdale, Arizona. Previously, Matthew was registered with First Financial Equity Corporation and Prudential Securities Incorporated. Matthew has a strong track record of providing financial advice to individuals, families, and businesses. Matthew is committed to helping clients achieve their financial goals.
SCOTTSDALE, AZ
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
03/18/2002 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
NY
09/09/1996 - 03/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 09/12/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
05/16/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/26/1987 - 06/16/1988
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 4/18/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/4/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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