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Don M
Series 63, Series 65
Nanuet, NY
Cetera
Don Mathieson is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Outside of advising, he is involved in providing group health insurance, long-term care insurance, and life insurance renewals through a separate business activity. Cetera is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment programs, operating a multi-manager platform that supports various discretionary and non-discretionary strategies.
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