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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 Hetrick is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since 2002. Cetera Investment Advisers LLC is a registered investment advisor firm. The firm has over 16618 clients and manages approximately $104 billion in assets. Cetera Investment Advisers LLC provides financial planning, portfolio management, and educational seminars to individuals, businesses, and organizations.
PALM HARBOR, FL
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
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 5/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/7/2009
Series 4 - Registered Options Principal Examination
BC
Issued 8/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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