Matthew Rosner (CRD# 3061806) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 25 years of experience in the finance industry. Matthew Rosner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
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Goldstone Financial Group, LLC
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Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Lombard, IL | Jun 2019 - Current | 4 |
| Self Employed | Humacao, PR | Jul 2014 - Current | 9 |
| Self - Landlord | Tinley Park, IL | Nov 2013 - Current | 10 |
| Foresters Advisory Services | Lombard, IL | Aug 2012 - Jun 2019 | 6 |
| Foresters Financial Services | Chicago, IL | May 1998 - Jun 2019 | 21 |
| Self Employed | Blue Island, IL | Sep 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- IL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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