Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bouthillette is a financial advisor with Cetera Investment Advisers LLC, where he has been registered since August 2023. Matthew has been in the financial services industry since July 2020, and holds both Series 7 and Series 66 licenses. He also holds a Certified Financial Planner designation. Matthew provides financial planning and portfolio management services to individuals, businesses, and retirement plans. He is committed to helping his clients achieve their financial goals through a personalized approach that is tailored to their individual needs. Matthew is a resident of Warwick, Rhode Island, and is licensed to practice in multiple states including Connecticut, Florida, Hawaii, Maine, Massachusetts, Pennsylvania, Rhode Island, Vermont and Washington.
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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RI
08/10/2023 - Present
Cetera Investment Advisers LLC (WARWICK RI)
RI
07/06/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 8/3/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/6/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/1/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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