Matthew Kloos is a registered investment advisor, based in Monroeville, PA, with 3 years of industry experience.
Location
4220 William Penn Highway, Monroeville, PA, 15146
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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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
February 2024 - Present · 2 yrs 3 mos
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
August 2023 - October 2023 · 2 mos
Mutual of Omaha Investor Services, INC.Broker
August 2023 - October 2023 · 2 mos
Key Investment Services LLCBroker
December 2021 - April 2022 · 4 mos
Key Investment Services LLC
December 2021 - April 2022 · 4 mos
Prudential Financial Planning Services
September 2021 - December 2021 · 3 mos
Pruco Securities, LLC.Broker
December 2020 - December 2021 · 1 yr
State Registrations1 state
PA
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.