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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hale is a financial advisor with Cetera Investment Advisers LLC, a firm that has approximately $104 billion in regulatory assets under management. Matthew has been in the financial services industry for over 15 years and is registered with the state of Virginia. Matthew specializes in retirement planning, college savings, and investment management. Matthew offers financial planning services to individuals and businesses.
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
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
02/16/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
03/25/2017 - 02/16/2018
MML INVESTORS SERVICES, LLC (RICHMOND VA)
VA
03/29/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
11/27/2007 - 03/29/2010
SIGNATOR INVESTORS, INC. (RICHMOND VA)
IA
Issued 6/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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