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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 Louis Sussman is a financial advisor with Cetera Investment Advisers LLC, a firm with 5438 licensed agents, 6645 investment advisor representatives and 6626 registered representatives. Matthew has been in the financial services industry for over 8 years and is registered in 21 states. Matthew previously worked for Summit Brokerage Services, Inc. and Putnam Retail Management Limited Partnership. Matthew has passed the Series 6, 7, 63, 66 and SIE exams. Matthew holds a Series 63 license, a Series 66 license and is registered with FINRA. Matthew is also registered as an Investment Advisor Representative in Florida and Texas. Matthew focuses on providing financial services to individuals, corporations, and other businesses. Matthew specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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