Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kenaston is a financial advisor with Cerity Partners LLC. Matthew has been in the financial services industry since 1998 and has experience in various areas of financial planning, including portfolio management, retirement planning, and tax planning. Matthew is a Certified Financial Planner and has a Series 7, Series 31, Series 63 and Series 65 license. Matthew has a strong track record of success in helping individuals and families achieve their financial goals.
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.
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.
Tax services; bill pay
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.
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NY
10/25/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
06/12/2008 - 01/02/2009
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
NY
04/26/2005 - 06/15/2006
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
CA
02/12/2003 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
09/07/2001 - 11/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/14/1999 - 07/17/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/27/1998 - 12/02/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 10/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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