Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hetrick is an investment advisor representative with Cetera Investment Advisers LLC, a registered investment advisor. Matthew has been in the financial services industry since April 2002. Matthew is registered in multiple states, including Florida and Texas. Matthew has a wide range of experience and holds several licenses, including Series 4, 6, 7, 24, 26, 53, 63, 66, 7TO, and 99TO. Matthew has worked with a number of firms over the years, including Morgan Stanley, H. Beck, Inc., Raymond James Financial Services, Inc., and Transamerica Financial Advisors, Inc. Matthew focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Matthew is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (PALM HARBOR FL)
CA
07/16/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
08/17/2018 - 07/08/2021
MORGAN STANLEY (Tampa FL)
MD
08/07/2014 - 07/27/2018
H. BECK, INC. (BETHESDA MD)
FL
04/09/2007 - 04/17/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
CA
09/28/2004 - 11/06/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
GA
02/20/2004 - 10/04/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
10/29/2003 - 08/01/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/12/2002 - 11/12/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/17/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CA
05/13/1999 - 08/30/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CO
08/23/1994 - 09/13/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 05/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Hetrick is the right advisor for you? Invested Better is here to help.
