Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bernard Kocanda is a financial advisor currently registered with Corient. Matthew has been in the industry for over 10 years and has a strong background in financial planning and portfolio management. Matthew holds the Series 66, SIE and Series 7 licenses. Matthew is a Certified Financial Planner and has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. Matthew has previously worked at Goldman, Sachs & Co. and Balasa Dinverno Foltz LLC. Matthew provides a range of advisory services to clients including financial planning, portfolio management, market timing services, and pension consulting.
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.
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.
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.
% of assets under advisement
1
2
FL
12/14/2022 - Present
Corient (MIAMI FL)
NY
03/07/2011 - 10/14/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 03/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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