Unclaimed
Matthew Nahman is a financial advisor with Cetera Investment Advisers LLC in Hawthorne, CA. Matthew has been working in the financial services industry since 2019. Matthew holds the Series 7, Series 66, and SIE licenses. Matthew is registered to provide investment advice in 26 states and the District of Columbia. Matthew has experience working with a variety of clients, including individuals, corporations, and institutional investors. In addition to providing investment advice, Matthew also offers financial planning and other advisory services.
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
CA
05/23/2024 - Present
Cetera Investment Advisers LLC (HAWTHORNE CA)
CA
09/19/2022 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
CA
08/14/2019 - 08/18/2022
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
10/16/2018 - 06/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Santa Monica CA)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Nahman is the right advisor for you? Invested Better is here to help.