Unclaimed
Robert Michael Matacchiero is a financial professional with over 30 years of experience in the financial industry. He is currently registered with Cetera Investment Advisers LLC and has been providing financial advice to individuals and businesses for many years. Robert has a wide range of experience in the financial services industry, having previously worked with Investors Capital Corp. and John Hancock Distributors, Inc. Robert is dedicated to helping his clients reach their financial goals and providing them with personalized advice.
LARGO, FL
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
03/21/2024 - Present
Cetera Investment Advisers LLC (LARGO FL)
FL
06/14/1995 - 10/03/2016
INVESTORS CAPITAL CORP. (LARGO FL)
MA
11/21/1988 - 03/25/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/21/1988 - 03/25/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 9/8/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 2/16/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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