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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 Shaw is a financial advisor with Cetera Investment Advisers LLC, based in Midvale, UT. Matthew has been working in the financial industry since 2003, specializing in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Matthew holds the Series 6, Series 63, Series 65, and SIE licenses. He also holds a Utah insurance license, allowing him to sell insurance products. Matthew has been registered with the Securities and Exchange Commission (SEC) since 2003. Before joining Cetera Investment Advisers LLC, Matthew was associated with VOYA FINANCIAL ADVISORS, INC. and Cetera Advisor Networks 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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDVALE UT)
UT
01/15/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDVALE UT)
IA
Issued 4/8/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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