Unclaimed
Matthew Siers is an investment advisor representative associated with Cetera Investment Advisers LLC. Matthew has been in the industry since March 2022. Matthew is registered to provide investment advice in Indiana, Michigan, Minnesota, North Carolina, North Dakota, South Dakota, Texas, and more. Matthew holds Series 7TO and SIE licenses as well as the Uniform Combined State Law Examination. Matthew has experience with both Securian Financial Services, Inc. and Minnesota Life Insurance Company. Matthew is currently employed by Cetera Investment Advisers LLC and provides services to clients who are Individuals, High Net Worth Individuals, Pension and Profit-Sharing Plans, Corporations and other 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
MN
01/02/2024 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
03/30/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST CLOUD MN)
BOTH
Issued 5/4/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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