Unclaimed
Matthew James Schmit is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial industry since 2004 and holds the Series 7, Series 66, and SIE licenses. Matthew has experience working with individuals, high-net-worth individuals, businesses, and charitable organizations. Matthew specializes in providing financial planning, portfolio management, and investment advisory services. Matthew previously worked at Walnut Street Securities, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Matthew is registered with the state of Illinois as an Investment Advisor Representative.
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.
1
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 9/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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