Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Louis Sussman is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since 2014. He is registered in Florida and Texas as an Investment Advisor Representative. Matthew also has a Series 6, 7, and 66 licenses. His previous experience includes working at Summit Brokerage Services, Inc. and Putnam Retail Management. Matthew's office is located at 110 E. Broward Blvd #1723, Fort Lauderdale, FL 33301.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT LAUDERDALE FL)
FL
10/06/2017 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MA
11/06/2014 - 09/06/2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 3/5/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/8/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/6/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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