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Michael Matson

40 Years of Experience
Danbury, CT
BrokerSells Insurance

Michael Matson is a registered investment advisor, based in Danbury, CT, with 40 years of industry experience.

Location

4 Mountain View Terrace, Suite 104, Danbury, CT, 06811

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also an agent for Matson Financial Advisors, spending nearly full-time on financial planning and investment management.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Matson Financial Advisors, INC.
April 1994 - Present · 32 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - November 2023 · 5 mos
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Walnut Street Securities, INC.
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.
September 2002 - August 2003 · 11 mos
Aetna Life Insurance and Annuity CompanyBroker
January 1990 - June 1990 · 5 mos
Nathan & Lewis Securities, INC.Broker
August 1989 - August 2003 · 14 yrs
First Investors CorporationBroker
September 1985 - August 1989 · 3 yrs 11 mos
State Registrations27 states
AKARAZCACOCTDEFLGAILMAMDMENCNHNJNMNVNYOHORPARISCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Matson - Financial Advisor | TrueAdvisor