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Matthew R. Cason

Athene Securities, LLC

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About Matthew R. Cason

Matthew R. Cason is a registered representative with Athene Securities, LLC. Matthew is licensed to conduct business in Iowa. Matthew has 15 years of experience in the financial services industry. Matthew is a Series 6 and Series 63 licensed representative, as well as a holder of the Securities Industry Essentials (SIE) Exam. Previously, Matthew was a registered representative with Symetra Securities, Inc., GWFS Equities, Inc., and Capital Brokerage Corporation.

Firm Information

Matthew Cason is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Cason’s Registration & Firm History

IA

01/27/2020 - Present

Athene Securities, LLC (WEST DES MOINES IA)

WA

03/13/2014 - 09/09/2019

SYMETRA SECURITIES, INC. (BELLEVUE WA)

CO

04/13/2011 - 10/10/2012

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

VA

08/20/2004 - 09/27/2010

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

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Licenses & Designations

BC

Issued 04/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew R. Cason. Review regulatory record here.
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