Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Scrivener Agee has been in the financial services industry since January 28, 2000. Matthew is currently registered with Cetera Investment Advisers LLC, where Matthew has been with the firm since June 29, 2023. Prior to that, Matthew was registered with Summit Brokerage Services, Inc. from March 30, 2010 to September 20, 2019. Matthew was also registered with Ameriprise Financial Services, Inc. from January 28, 2000 to March 2, 2010 and IDS Life Insurance Company from January 28, 2000 to July 3, 2006. Matthew is a registered Investment Advisor Representative in Maryland. Matthew has passed the Series 7, Series 66 and the Securities Industry Essentials (SIE) exams. Matthew is also a registered representative with FINRA.
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 (SEVERNA PARK MD)
MD
03/30/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SEVERNA PARK MD)
MD
01/28/2000 - 03/02/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
MN
01/28/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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