Unclaimed
Matthew Bower is an investment advisor representative with Cetera Investment Advisers LLC. Matthew is a registered representative of Cetera Investment Services LLC. Matthew has been in the securities industry since September 9, 2002. Matthew has 8 active licenses and 1 previous employment. Matthew is a Series 7, 24, 26 and 66 licensed advisor. Matthew specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Matthew is also eligible to receive referral fees from the Trust Department and is licensed to sell fixed life insurance products outside of Cetera.
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
PA
02/11/2014 - Present
Cetera Investment Advisers LLC (HERMITAGE PA)
PA
03/03/2009 - 02/12/2014
LPL FINANCIAL LLC (JAMESTOWN PA)
PA
03/14/2005 - 03/10/2009
INVEST FINANCIAL CORPORATION (SHARPSVILLE PA)
MN
09/09/2002 - 03/15/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/2002 - 03/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/4/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 3/22/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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