Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brenneman is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since August 2007 and has a strong focus on helping clients with financial planning. He is a Certified Financial Planner™ professional and holds the Series 7 and 66 licenses. Matthew's previous experience includes working for VOYA FINANCIAL ADVISORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Matthew also serves as a President and Board Member of the Carolina Office Place, a commercial office park in Wilmington, NC.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (WILMINGTON NC)
NC
02/09/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WILMINGTON NC)
NC
08/24/2007 - 02/09/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Brenneman is the right advisor for you? Invested Better is here to help.
