Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Chellis is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been a registered representative for over 20 years and holds the Series 7, Series 63, and Series 66 licenses. Matthew is also a licensed attorney. Matthew provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew has been registered with the state of Missouri for over 20 years. Matthew is also registered with the state of Illinois.
ST. LOUIS, MO
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST. LOUIS MO)
MO
01/05/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
SC
06/02/2004 - 10/20/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
03/09/2001 - 06/08/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 6/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Chellis is the right advisor for you? Invested Better is here to help.
