Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grant Wilson is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since August 2015. Matthew is registered with the state of Texas as an Investment Advisor Representative. Matthew has a Series 66, SIE and Series 7 license and holds the Certified Financial Planner and Chartered Financial Consultant designations. Matthew has prior experience with Securian Financial Services, Inc., CRI Securities, LLC, and North Star Resource Group. Matthew has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Matthew provides financial planning, portfolio management, and pension consulting services.
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
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
08/10/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Dallas TX)
TX
08/10/2015 - 10/25/2021
CRI SECURITIES, LLC (Dallas TX)
BOTH
Issued 8/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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