Unclaimed
Matthew Canter is a financial advisor who has been in the industry for over 14 years. Matthew David Canter is currently registered with Arete Wealth Advisors, LLC, and has held previous positions with Center Street Securities, Inc., Cetera Investment Services LLC, EQIS Securities, LLC, Curian Clearing, LLC, and Woodbury Financial Services, Inc. Matthew holds the Series 66, Series 7 and SIE securities licenses. He works with individuals, high-net-worth individuals, corporations, businesses and pension and profit-sharing plans.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
03/31/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
TN
10/27/2021 - 12/01/2023
CENTER STREET SECURITIES, INC. (KNOXVILLE TN)
TN
03/07/2018 - 10/25/2021
CETERA INVESTMENT SERVICES LLC (NASHVILLE TN)
CA
02/09/2018 - 02/28/2018
EQIS SECURITIES, LLC (SAN RAFAEL CA)
TN
08/19/2011 - 03/21/2016
CURIAN CLEARING, LLC (FRANKLIN TN)
TN
07/02/2009 - 07/26/2011
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
BOTH
Issued 07/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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