Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nicholaus Porter is an investment advisor representative registered with Cetera Investment Advisers LLC in Schaumburg, Illinois. Matthew is a Certified Financial Planner and has been in the industry since April 2007. Prior to joining Cetera Investment Advisers LLC, Matthew was with The O.N. Equity Sales Company, Securities America, Inc., Beneficial Investment Services, Inc., and Equity Services, Inc.
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
ID
03/21/2024 - Present
Cetera Investment Advisers LLC (IDAHO FALLS ID)
ID
01/04/2010 - 12/09/2013
THE O.N. EQUITY SALES COMPANY (IDAHO FALLS ID)
ID
01/09/2008 - 12/31/2009
SECURITIES AMERICA, INC. (IDAHO FALLS ID)
UT
07/20/2007 - 12/31/2007
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
ID
04/19/2007 - 08/09/2007
EQUITY SERVICES, INC. (BOISE ID)
BOTH
Issued 6/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 2/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 4/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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