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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Victor Gold is a financial advisor currently registered with Cetera Investment Advisers LLC in Gainesville, FL. Matthew has been in the industry since 2013. In addition to being registered as an Investment Advisor Representative (IAR) in Florida, Matthew is also licensed in several other states. Prior to joining Cetera Investment Advisers LLC, Matthew worked for Summit Brokerage Services, Inc. and Cetera Investment Services LLC. Matthew has also worked for Ameriprise Financial Services, Inc., Summit Financial Group Inc. and Cetera Advisor Networks LLC. Matthew has a variety of experience in the financial services industry. Matthew's areas of expertise include financial planning, portfolio management, and pension consulting.
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
FL
05/08/2023 - Present
Cetera Investment Advisers LLC (GAINESVILLE FL)
FL
10/11/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GAINESVILLE FL)
FL
08/08/2017 - 10/11/2018
CETERA INVESTMENT SERVICES LLC (GAINESVILLE FL)
FL
08/11/2014 - 06/02/2017
SUMMIT BROKERAGE SERVICES, INC. (Davie FL)
FL
07/17/2013 - 08/21/2014
AMERIPRISE FINANCIAL SERVICES, INC. (POMPANO BEACH FL)
BOTH
Issued 06/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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