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Matthew Rusnak is an investment advisor representative currently registered with Cetera Investment Advisers LLC in Jackson, New Jersey. Matthew has been in the financial services industry since June 14, 2020 and holds Series 63, 65, and 7 licenses. Matthew also holds the Securities Industry Essentials (SIE) exam. Matthew is a Registered Representative and Investment Advisor Representative in New Jersey. Matthew provides financial planning, pension consulting, and educational seminars to individuals, businesses and charitable organizations. Matthew also provides investment advice to clients 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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (JACKSON NJ)
IA
Issued 12/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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