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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Greenwood is an investment advisor representative with Cetera Investment Advisers LLC. Matthew has been in the securities industry since July 1995. Matthew holds licenses Series 6, 7, 63, and 66. Matthew has experience working with a range of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Matthew is registered to provide investment advice in 31 states and is active in both broker-dealer and investment advisor roles. Matthew currently serves as the Vice President of the Glens Falls Grandstanders Booster Club. Matthew is the 94% owner of Greenwood Hoff Wealth Management, the DBA for his Cetera business.
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
NY
01/12/2023 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
07/25/1995 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BOTH
Issued 8/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 7/5/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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