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 is an active investment advisor representative, licensed in Maryland. Matthew is a licensed representative for Cetera Investment Advisers LLC and has been in the industry since January 28, 2000. In addition to their current employment, Matthew has previously worked for SUMMIT BROKERAGE SERVICES, INC. and AMERIPRISE FINANCIAL SERVICES, INC.. Matthew holds Series 66, SIE and Series 7 licenses. Matthew's current employment with Cetera Investment Advisers LLC began on June 29, 2023. Matthew works at the Severna Park, MD branch office.
SEVERNA PARK, MD
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.
1
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 2/1/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Agee is the right advisor for you? Invested Better is here to help.
