Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Trefethen is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Matthew has been in the financial services industry since 2006. Matthew has a Series 6, 7, 63, and 65 license and is registered in 18 states. Matthew also holds the SIE designation. Matthew specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Matthew is a member of the Cambridge Investment Research Advisors, Inc. team, which has over 3,000 investment advisor representatives and $87.37 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
09/20/2016 - Present
Cambridge Investment Research Advisors, Inc. (Indianapolis IN)
IN
12/03/2008 - 12/17/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IN
10/16/2006 - 09/05/2008
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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