Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kerr is a registered investment advisor representative with Keel Point, LLC, with over 6 years of experience in the financial services industry. Matthew has a Series 66 license and holds the SIE, Series 7 and Series 57 licenses. Matthew has a strong background in portfolio management and financial planning. Matthew specializes in providing services to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. Matthew is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
Consulting service to third-party ria
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.
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2
TN
01/06/2020 - Present
Keel Point, LLC (Chattanooga TN)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2016
Series 57 - Securities Trader Exam
Active
Inactive
F
FINRA
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