Unclaimed
Matthew Nejfelt is a financial advisor who has been in the industry since 2008. Matthew is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC. Matthew previously worked with FIRST ALLIED SECURITIES, INC., VOYA FINANCIAL ADVISORS, INC., VOYA FINANCIAL PARTNERS, LLC, and DIRECTED SERVICES LLC. Matthew holds Series 6, Series 26, and Series 63 securities licenses and is registered in California and Florida.
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
CA
06/10/2021 - Present
Cetera Advisors LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CT
12/21/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
11/01/2013 - 12/26/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
10/28/2008 - 11/01/2013
DIRECTED SERVICES LLC (WINDSOR CT)
BC
Issued 12/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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