Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Timothy Rockefeller is an investment advisor representative registered with Alera Investment Advisors, LLC. Matthew Rockefeller is also a registered investment advisor in New York. Matthew Rockefeller has passed the Series 63, Series 65 and Series 6TO exams. Matthew Rockefeller has experience in the financial services industry, including previous roles at Paychex Securities Corporation. Matthew Rockefeller specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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IL
02/16/2024 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
NY
12/02/2022 - 10/17/2023
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
IA
Issued 02/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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