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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 Roberson is a financial advisor registered with Arete Wealth Advisors, LLC in California, Florida and Texas. Matthew has been in the industry since August 1999, with previous experience at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and First Union Securities, Inc. Matthew is a Certified Financial Planner and holds Series 63, 65 and 7 licenses, as well as the SIE exam. Matthew focuses on financial planning, pension consulting, and portfolio management for individuals and businesses.
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
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2
CA
05/07/2019 - Present
Arete Wealth Advisors, LLC (Los Gatos CA)
CA
10/11/2000 - 05/08/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (CAMPBELL CA)
IN
10/11/2000 - 05/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
08/25/1999 - 10/09/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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