Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McDonald is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been in the financial industry since 1998 and is licensed to provide financial services in California and Texas. Matthew has worked with various firms, including Legacy Financial Services, Inc., Lloyd, Scott & Valenti, Ltd., National Planning Corporation, First Allied Securities, Inc., and SunAmerica Securities, Inc. Matthew specializes in providing financial planning, portfolio management, and pension consulting services. Matthew is currently working at the Elk Grove branch office of Cetera Investment Advisers LLC.
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (ELK GROVE CA)
CA
08/01/2002 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (ELK GROVE CA)
TX
06/20/2002 - 08/02/2002
LLOYD, SCOTT & VALENTI, LTD. (AUSTIN TX)
CA
12/15/1999 - 06/17/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
07/06/1999 - 01/05/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
AZ
05/12/1998 - 07/07/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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