Matthew Hale is a ChFC-designated registered investment advisor, based in Midlothian, VA, with 18 years of industry experience.
Location
130 Wylderose Dr, Midlothian, VA, 23113
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works as an agent/broker selling fixed insurance products since 2018. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
February 2018 - August 2023 · 5 yrs 6 mos
Securian Financial Services, INC.Broker
February 2018 - August 2023 · 5 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - February 2018 · 11 mos
MML Investors Services, LLC
March 2017 - February 2018 · 11 mos
Msi Financial Services, INC.
July 2012 - March 2017 · 4 yrs 8 mos
Msi Financial Services, INC.Broker
March 2010 - March 2017 · 7 yrs
Signator Investors, INC.Broker
November 2007 - March 2010 · 2 yrs 4 mos
State Registrations17 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.