Matthew Morice (CRD# 6868090) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sainte Genevieve, MO and has over 6 years of experience in the finance industry.
CRD# 4475220
Jefferson Asset Management
CRD# 6955303
Edward Jones
CRD# 5514255
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2021 - Current | 2 |
| Hsb Financial Solutions, LLC | Ste. Genevieve, MO | Jul 2021 - Current | 2 |
| Hsb Advisors LLC | Ste. Genevieve, MO | Feb 2019 - Current | 5 |
| Missouri State Highway Patrol | Jefferson City, MO | May 2005 - Current | 19 |
| Edward Jones | St Louis, MO | Oct 2017 - Aug 2019 | 1 |
| Columbia Public Schools | Columbia, MO | Jul 2015 - Aug 2017 | 2 |
| Westminster College | Fulton, MO | Aug 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- MO
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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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