Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ondeck is a financial advisor registered with Cetera Investment Advisers LLC. He has been in the financial industry since 2013 and has experience with various firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, EF Legacy Securities, LLC, and Sanders Morris Harris LLC. Matthew holds licenses for Series 6, 7, 9, 10, 63, and 66. He provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (BETHESDA MD)
DC
09/07/2018 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
04/22/2016 - 08/29/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/10/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
03/14/2008 - 07/22/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (POOLESVILLE MD)
MA
01/01/2008 - 03/07/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BOTH
Issued 5/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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