Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Marcom is a financial professional with over 25 years of experience in the securities industry. Matthew is registered with Cetera Investment Advisers LLC and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Matthew's areas of expertise include retirement planning, college savings, estate planning, and tax-efficient investing. Matthew has held previous positions at NEXT FINANCIAL GROUP, INC. and INVESTMENT PROFESSIONALS, INC. Matthew is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
San Antonio, TX
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
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (San Antonio TX)
TX
12/12/2008 - 04/23/2019
NEXT FINANCIAL GROUP, INC. (GEORGETOWN TX)
TX
02/11/2002 - 01/09/2009
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
MO
11/04/1998 - 02/07/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 3/8/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/29/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/14/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 7/1/2004
Series 4 - Registered Options Principal Examination
BC
Issued 6/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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