Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Godleski is a financial advisor with over 10 years of experience in the financial services industry. He has been registered with Captrust since 2021. Prior to that, Matthew worked with CETERA ADVISORS LLC from 2010 to 2021. Matthew holds the Series 7, Series 63, and Series 65 licenses. Matthew is a Certified Financial Planner™ professional and a Chartered Financial Analyst. Matthew's areas of expertise include investment management, financial planning, and retirement planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
04/26/2021 - Present
Captrust (STOCKBRIDGE GA)
GA
11/11/2010 - 07/20/2021
CETERA ADVISORS LLC (STOCKBRIDGE GA)
GA
09/30/2010 - 10/06/2010
STATESIDE SECURITIES, LLC (ALTANTA GA)
IA
Issued 08/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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