Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kennedy is an investment advisor representative at Virtue Capital Management, LLC. Matthew Kennedy is also the founder of Impact Holdings, LLC, and a member of Third Box Advisors, LLC. Matthew Kennedy is a registered investment advisor in Tennessee. Matthew Kennedy is also registered as a securities agent in Tennessee and has been working in the securities industry since 2005. Matthew Kennedy has passed the Series 6, 62, 63, and 65 exams and the SIE exam. Matthew Kennedy has been affiliated with First Heartland Capital, Inc. and Invest Financial Corporation. Matthew Kennedy provides financial planning services and portfolio management services to individuals, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TN
04/02/2020 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
TN
03/01/2016 - 04/09/2020
FIRST HEARTLAND CAPITAL, INC. (Murfreesboro TN)
TN
07/31/2006 - 03/02/2016
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
TN
09/16/2005 - 08/01/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (MURFREESBORO TN)
IA
Issued 07/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/28/2011
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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