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Matthew Quinn is an investment advisor representative with Cetera Investment Advisers LLC. Matthew Quinn has been in the industry for nine years, has 40 state registrations, and is registered in Colorado, Texas and Virginia. He is also a registered investment advisor in Colorado, Texas and Virginia. Matthew Quinn has passed the Series 6, 7TO, 24, 26, 63 and 65 exams. His previous employment was with Foresters Financial Services, Inc. in Denver, Colorado. Matthew Quinn is registered with Cetera Investment Services LLC. He is also a registered investment advisor representative of Cetera Investment Advisers LLC.
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
VA
02/26/2024 - Present
Cetera Investment Advisers LLC (VIENNA VA)
CO
07/07/2014 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (DENVER CO)
IA
Issued 01/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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