Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Miller is a financial professional with over 10 years of experience in the financial services industry. Matthew is a registered representative with Cetera Investment Advisers LLC, a leading independent financial advisor firm. Matthew's areas of expertise include financial planning, portfolio management, and insurance services. Matthew is committed to providing personalized financial guidance and helping clients achieve their financial goals. Matthew is licensed to provide financial advice in numerous states including Ohio, Texas, Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New York, North Dakota, South Carolina, Virginia, and Washington. Matthew holds the Series 7, Series 66, and SIE licenses. Matthew has also earned the Certified Financial Planner™ designation.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (DAYTON OH)
OH
12/23/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DAYTON OH)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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