Unclaimed
Matthew Kenny is a financial advisor with Fisher Investments, a firm that manages over $300 billion in assets. Matthew is a registered investment advisor in Florida and Texas, and specializes in working with high-net-worth individuals, corporations, and other investment companies. Matthew has a strong background in financial planning, portfolio management, and investment advisory services.
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.
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.
Portfolio assessment
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.
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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2
FL
11/19/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 09/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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