Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Schmit is a financial advisor who has been in the industry since August 2004. Matthew Schmit is currently registered with Cetera Investment Advisers LLC, which is a firm that offers a variety of investment services, including financial planning, pension consulting, and portfolio management. He has a Series 66 license and is also registered in several states, including Illinois and Texas. He is an active agent with various insurance companies, and operates his own business, MSJSBS, 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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (VILLA PARK IL)
IL
09/18/2009 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VILLA PARK IL)
IL
01/01/2008 - 09/21/2009
WELLS FARGO ADVISORS, LLC (NAPERVILLE IL)
IL
08/05/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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