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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 Little is a financial advisor based in Framingham, Massachusetts. Matthew has been in the financial industry since 1992 and is currently registered with Cetera Investment Advisers LLC. Matthew is also a registered Investment Advisor in Massachusetts and has held previous registrations with other firms including Investors Capital Corp., B.B. Graham & Company, Inc., First Midamerica Investment Corporation, CCO Investment Services Corp., Edward Jones, Hartford Equity Sales Company Inc., Putnam Mutual Funds Corp. and First Investors Corporation. Matthew is a licensed representative in 10 states and has passed a number of exams including the Series 6, 7, 24, 63 and 66 exams as well as the SIE exam.
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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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (FRAMINGHAM MA)
MA
12/04/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/07/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
06/06/2006 - 09/12/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
MA
05/29/2001 - 06/07/2006
CCO INVESTMENT SERVICES CORP. (NATICK MA)
MO
04/27/2000 - 05/22/2001
EDWARD JONES (ST. LOUIS MO)
CT
08/24/1998 - 04/28/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
08/26/1992 - 06/09/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NJ
10/02/1991 - 01/16/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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