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 registered with Cetera Investment Advisers LLC, and has been in the industry since January 22, 2012. Matthew has been with Cetera Investment Advisers since March 21, 2024. Previously, Matthew was registered with First Allied Securities, Inc., CUNA Brokerage Services, Inc., and Charles Schwab & Co., Inc.. Matthew has passed the Series 63, Series 66, Series 7, and SIE exams and is licensed in California and Colorado. Matthew provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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 01/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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