Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Kirby is an Investment Advisor Representative with Cerity Partners LLC, a firm that provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Matthew Kirby has been in the industry since 2021 and has a Series 7TO, Series 66, and SIE licenses. He specializes in portfolio management, investment strategies, and financial planning. Matthew Kirby is committed to providing personalized financial advice that helps clients achieve their financial goals. He is licensed to write insurance policies and has experience in the insurance industry.
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.
1
2
TX
01/25/2024 - Present
Cerity Partners LLC (HOUSTON TX)
OK
09/13/2021 - 03/15/2023
PARK AVENUE SECURITIES LLC (TULSA OK)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Matthew Kirby is the right advisor for you? Invested Better is here to help.
