Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gregory Bregozzo is a registered representative and investment advisor representative with Avantax Advisory Services, Cetera Investment Advisers LLC, Avantax Planning Partners, Inc., and Cetera Investment Management LLC. Matthew has been in the financial services industry since August 15, 2011. Matthew is a licensed representative in California. The firm Avantax Advisory Services has 1761 licensed agents, 2478 investment advisor representatives, and 2219 registered representatives. The firm has a total of $41,695,726,722 in regulatory assets under management. The firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
04/17/2024 - Present
Avantax Advisory Services (SAN DIEGO CA)
CA
08/16/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/06/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/06/2015 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
11/06/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
11/06/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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