Unclaimed
Matthew George Evans is a financial advisor with Cetera Investment Advisers LLC, located in NEWARK, DE. Matthew has been in the securities industry since March 4, 2019 and has worked at both Cetera Investment Advisers LLC and Securian Financial Services, INC. Matthew is registered with FINRA and holds Series 66, Series 7TO, and SIE licenses. Matthew provides investment advice for individual investors and businesses, specializing in financial planning, pension consulting, and portfolio management. Matthew also offers educational seminars.
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.
1
2
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
03/05/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 06/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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