Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bossalina is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since July 30, 2017. Matthew is registered with the state of Maryland and Pennsylvania. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Cetera Investment Advisers LLC manages approximately $104.5 billion in assets.
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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MD
06/18/2019 - Present
Cetera Investment Advisers LLC (TANEYTOWN MD)
PA
09/08/2017 - 06/05/2018
AXA ADVISORS, LLC (LANCASTER PA)
PA
09/02/2016 - 08/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (YORK PA)
IA
Issued 6/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/5/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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