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Robert M
Series 63, Series 65
Largo, FL
Cetera
Robert Matacchiero is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera and its affiliated entities since 2016, and previously spent over two decades at Investors Capital Corp. Additionally, he serves as president of a condominium association board and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement plan services, with access to both affiliated and third-party managers across discretionary and non-discretionary program structures.
Mitchell N
Series 63, Series 65
Largo, FL
Cetera
Mitchell Nelson is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked with several firms, including Wealth Pathfinders, Imagine Retirement LLC, and Rockdale Financial Services. Nelson is also involved in entrepreneurial financial services ventures and holds ownership roles in related businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring diverse portfolio management options, financial planning, and access to third-party money managers.
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