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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 Nakamura is a financial advisor with Cetera Investment Advisers LLC, based in San Diego, CA. Matthew has been working in the financial services industry since 2006 and is registered as a Broker-Dealer and Investment Advisor Representative. Matthew holds the Series 4, 7, 24, 52, 53, and 66 licenses. Prior to joining Cetera Investment Advisers LLC, Matthew has worked with M Holdings Securities, Inc., Commonwealth Financial Network, and LPL Financial Corporation. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He also provides selection of other advisors and educational seminars.
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
CA
12/26/2023 - Present
Cetera Investment Advisers LLC (San Diego CA)
OR
04/21/2021 - 11/01/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
09/20/2010 - 04/26/2021
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
01/17/2008 - 08/16/2010
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
CA
03/21/2006 - 01/15/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 01/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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