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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Glenn Kuerzi is an Investment Advisor Representative at Morgan Stanley. Matt has been in the financial industry since 2002 and holds the Series 7 and Series 66 licenses. Matt's previous experience includes Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc.. Matt is registered with FINRA and is licensed in 26 states. In addition to his investment advisor work, Matt is a member of the Board of Directors of the St. Matthews Little League and is on the Investment Committee of the Ursuline Society and Academy of Education.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KY
08/11/2021 - Present
Morgan Stanley (Louisville KY)
KY
01/20/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
MO
08/09/2002 - 01/26/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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