Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sherbondy is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial industry since 1998 and has experience with a variety of firms including First Allied Securities, Inc., Wells Fargo Clearing Services, LLC, PNC Investments, BB&T Investment Services, Inc., National Securities Corporation, Gunnallen Financial, Inc, First Montauk Securities Corp., Pruco Securities Corporation, First Colonial Securities Group, Inc. and Meyers Pollock Robbins, Inc. Matthew is registered with FINRA and has a Series 7, Series 63, Series 24 and Series 4 licenses. Matthew is also a Registered Investment Advisor (RIA).
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
GA
06/27/2023 - Present
Cetera Investment Advisers LLC (ALPHARETTA GA)
GA
06/04/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ALPHARETTA GA)
GA
07/06/2018 - 06/09/2020
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
09/03/2015 - 07/13/2018
PNC INVESTMENTS (SUWANEE GA)
GA
07/14/2014 - 08/28/2015
BB&T INVESTMENT SERVICES, INC. (MARIETTA GA)
GA
12/23/2009 - 07/14/2014
NATIONAL SECURITIES CORPORATION (LAWRENCEVILLE GA)
GA
03/06/2003 - 12/24/2009
GUNNALLEN FINANCIAL, INC (LAWRENCEVILLE GA)
NJ
02/10/2000 - 03/07/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
12/22/1999 - 02/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
FL
09/23/1999 - 12/14/1999
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
FL
10/28/1997 - 05/07/1999
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
10/22/1997 - 10/28/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 2/3/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/6/2001
Series 4 - Registered Options Principal Examination
BC
Issued 6/2/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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