Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Cole is a financial advisor with Hornor, Townsend & Kent, LLC, based in Brentwood, TN. Matthew has been in the financial services industry since March 28, 2019. Matthew is licensed in 5 states including California, Illinois, Missouri, Tennessee, and Texas. Matthew has passed the Series 63, Series 6TO, and SIE exams and is dedicated to providing financial advice and planning to individuals, businesses, and charitable organizations. Matthew has experience working with a variety of clients including high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Matthew's areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Matthew has previously been employed by Northwestern Mutual Investment Services, LLC in Franklin, TN.
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.
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.
Trail commissions, distribution assistance fees
1
2
TN
08/30/2023 - Present
Hornor, Townsend & Kent, LLC (BRENTWOOD TN)
TN
03/29/2019 - 09/21/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN TN)
BC
Issued 06/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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