Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gordon Padera is an Investment Advisor Representative at Cbiz Investment Advisory Services, LLC. Matthew is a licensed Investment Advisor Representative in Colorado and is registered with the state to provide investment advisory services. Matthew has over 7 years of experience in the financial services industry. Matthew previously worked as a financial advisor at Paychex Securities Corporation. Matthew has a Series 6, Series 63, and Series 65 license. Matthew specializes in providing investment advisory services to individuals, families, businesses, and retirement 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.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
CO
07/20/2023 - Present
Cbiz Investment Advisory Services, LLC (Denver CO)
CO
02/02/2017 - 04/11/2022
PAYCHEX SECURITIES CORPORATION (DENVER CO)
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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