Unclaimed
Matthew Kennedy is a financial professional with over 9 years of experience in the financial services industry. Matthew is currently registered with Performance Trust Capital Partners, LLC. Matthew is licensed to provide investment advice in 13 states and holds the Series 7, 63, SIE and 79 licenses. Previously, Matthew worked at BSP Securities, LLC.
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.
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.
1
2
NC
06/14/2019 - Present
Performance Trust Capital Partners, LLC (Charlotte NC)
NC
05/09/2014 - 10/07/2020
BSP SECURITIES, LLC (Charlotte NC)
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Matthew Kennedy is the right advisor for you? Invested Better is here to help.