Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jonathon Dailey is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since July 2004. He is registered with the state of Pennsylvania and Texas as a registered representative and investment advisor representative. Matthew also has a Series 6 and Series 63 license and has completed the Securities Industry Essentials Examination. He is affiliated with Cetera Investment Advisers LLC and has been with the firm since 2020. Matthew also owns an accounting and income tax service firm called Reed & Dailey Associates, Inc. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
PA
02/27/2023 - Present
Cetera Investment Advisers LLC (HERMITAGE PA)
GA
06/01/1999 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 2/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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