Matthew J. Cunningham
Registered Representative @Cetera Advisors Llc
Providence, RI, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Sep 2023 — Present
Registered Representative @Cetera Advisors Llc
View department →
Westerly, RI, US
Provide financial advice to individuals, families, and small businesses on investment and wealth management decisions.• Conduct comprehensive analysis for clients on tuition, tax, retirement, and estate planning.• Develop personalized financial strategies to help clients achieve their financial goals.
EDUCATION
1981 — 1982
St. Bernard High School
N/a, Oddities and Other Diversions
1985 — 1989
Vanderbilt University
BA, Classical Languages
SKILLS
Public SpeakingEstate PlanningRetirementPortfolio ManagementCertified Financial PlannerCustomer ServiceEstate Tax PlanningDue DiligenceRetirement PlanningInsuranceAsset AllocationWealth ManagementRisk ManagementCollege Education PlanningCertified Wealth StrategistFinanceIndependent Financial AdviceStrategic PlanningLifechange ManagementProject PlanningInvestmentsCash Flow ManagementSeries 7
ABOUT MATTHEW J. CUNNINGHAM
My mission is to help others manage change and accumulate wealth. Specialties:…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.