linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Charles Kelley

Stonex Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Charles Kelley

Matthew Charles Kelley is a financial advisor with over 20 years of experience in the industry. Matthew Kelley has been registered with Stonex Securities Inc. since November 2014. Prior to joining Stonex Securities Inc., Matthew Kelley was registered with Ameriprise Financial Services, Inc., WRP Investments, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc. and AAG Securities, Inc. Matthew Kelley is currently licensed to provide securities advice in Kentucky.

Firm Information

Matthew Kelley is currently registered with Stonex Securities Inc.. Stonex Securities Inc. is a corporation that was formed on January 22, 2002, and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Kelley’s Registration & Firm History

AL

11/04/2014 - Present

Stonex Securities Inc. (Birmingham AL)

MN

06/30/2009 - 11/20/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

OH

05/17/2002 - 10/30/2007

WRP INVESTMENTS, INC. (CENTERVILLE OH)

CA

05/09/2001 - 02/04/2002

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

OH

01/16/1997 - 03/06/2001

DONAHUE SECURITIES, INC. (CINCINNATI OH)

OH

03/28/1995 - 01/17/1997

AAG SECURITIES, INC. (CINCINNATI OH)

Not sure if Matthew Charles Kelley is right for you?

Licenses & Designations

IA

Issued 06/21/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/02/1996

Series 24 - General Securities Principal Examination

BC

Issued 05/25/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Charles Kelley. Review regulatory record here.
Not sure if Matthew Charles Kelley is right for you?