Matthew Bossalina (CRD# 6631773) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Taneytown, MD and has over 7 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
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Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Taneytown, MD | Jun 2019 - Current | 4 |
Acnb Bank | Taneytown, MD | Apr 2019 - Current | 5 |
Cetera Investment Services LLC | St. Cloud, MN | Apr 2019 - Current | 5 |
Star Agency | Hanover, PA | Nov 2018 - Apr 2019 | < 1 |
Baltimore Life | York, PA | Jun 2018 - Jan 2019 | < 1 |
Axa Advisors, LLC | New York, NY | Aug 2017 - May 2018 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2016 - Jul 2017 | 1 |
Northwestern Mutual Investment Services, LLC | York, PA | May 2016 - Jul 2017 | 1 |
La Cucina | Hanover, PA | Jun 2015 - Mar 2016 | < 1 |
Shippensburg University | Shippensburg, PA | Aug 2010 - May 2015 | 4 |
Orchards Restaurant | Chambersberg, PA | Nov 2014 - Feb 2015 | < 1 |
Ruby Tuesday | Hanover, PA | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2016 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
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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
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