Unclaimed
Matthew Robert Longtin is a financial advisor with over 5 years of experience in the financial services industry. Matthew is registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC and Avantax Investment Services, Inc. Matthew holds the Series 99 and SIE licenses. He is committed to providing comprehensive financial planning and investment advice to individuals and families. Matthew is located in Dallas, TX.
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
TX
08/21/2024 - Present
Cetera Advisors LLC (DALLAS TX)
TX
06/25/2018 - 09/21/2018
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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