Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Freeman is a financial advisor with over a decade of experience in the industry. Matthew is currently registered with Cetera Investment Advisers LLC and has been serving clients since 2023. Previously, Matthew worked with PRUCO Securities, LLC and MML Investors Services, LLC. Matthew holds several licenses including Series 7, Series 6, Series 63, and Series 65. Matthew offers a variety of financial services to individuals, families, and businesses. These services include financial planning, portfolio management, and retirement planning.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
09/25/2017 - 09/14/2020
PRUCO SECURITIES, LLC. (North Chesterfield VA)
VA
03/25/2017 - 09/18/2017
MML INVESTORS SERVICES, LLC (RICHMOND VA)
VA
12/11/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
09/19/2014 - 12/21/2015
ONEAMERICA SECURITIES, INC. (NORTH CHESTERFIELD VA)
VA
04/29/2011 - 06/03/2013
METLIFE SECURITIES INC. (RICHMOND VA)
IA
Issued 10/6/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 4/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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