Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jonathan Brown is a financial advisor with Cetera Investment Advisers LLC, and has been in the industry since January 22, 2012. Matthew is registered with both the state of Colorado and the state of California. Matthew previously worked for First Allied Securities, Inc., CUNA Brokerage Services, Inc., and Charles Schwab & Co., Inc.. He has also held positions with CUNA Mutual Group and Cetera Advisor Networks LLC. Matthew earned both the Series 63 and Series 66 licenses as well as the SIE and Series 7 licenses. Matthew Jonathan Brown can provide a variety of financial advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Cetera Investment Advisers LLC is a registered investment advisor, headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC currently manages more than $104 billion in assets.
COLORADO SPRINGS, CO
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CA
07/14/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WI
06/20/2014 - 11/29/2018
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
09/29/2011 - 03/28/2014
CHARLES SCHWAB & CO., INC. (MIDDLETON WI)
BOTH
Issued 1/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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