Unclaimed
Matthew Levett is a financial advisor at Cambridge Investment Research, Inc. He is registered with the state of Colorado and Utah. Matthew holds Series 7, Series 66, and SIE licenses. He has been in the industry for over 2 years. Matthew specializes in providing financial advice to individuals and families.
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.
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.
1
2
CO
01/05/2024 - Present
Cambridge Investment Research, Inc. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Levett is the right advisor for you? Invested Better is here to help.