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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kelsey is a financial advisor with Cetera Investment Advisers LLC. Matthew Kelsey has been in the industry since 2022. Matthew Kelsey is licensed in 20 states. Matthew Kelsey also holds licenses in both Series 7TO and Series 66, as well as the SIE exam. Cetera Investment Advisers LLC is a firm that provides investment advice and financial planning services to individuals, corporations, charitable organizations, and pension plans. The firm has a history of providing sound financial advice and has a strong commitment to ethical practices.
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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NY
06/01/2023 - Present
Cetera Investment Advisers LLC (CAMILLUS NY)
NY
09/19/2022 - 05/15/2023
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/9/2023
Series 24 - General Securities Principal Examination
BC
Issued 9/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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