Unclaimed
Matthew Louis Burnell is a financial advisor who has been in the industry since 2011. Matthew is currently registered with Cetera Investment Advisers LLC and has also been previously registered with Mercer Allied Company, L.P.. Matthew is licensed to offer financial advice in New York. Matthew has a variety of experience including work with Marvin and Company, P.C., CPA's and Hedley & Co PLLC. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois and offers financial services to a variety of clients including high-net-worth individuals, corporations, and pension plans.
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
NY
08/21/2023 - Present
Cetera Investment Advisers LLC (CLIFTON PARK NY)
NY
03/18/2011 - 10/14/2016
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 8/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 6/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Burnell is the right advisor for you? Invested Better is here to help.