Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kelly is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with North Point Mergers And Acquisitions, Inc. in San Francisco, CA. Previously, Matthew was affiliated with VIANT CAPITAL LLC, DEUTSCHE BANK SECURITIES INC. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC.. Matthew holds FINRA Series 6, 7, 63, SIE, and 79TO registrations.
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.
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2
CA
06/02/2005 - Present
North Point Mergers AND Acquisitions, Inc. (SAN FRANCISCO CA)
CA
04/14/2004 - 01/31/2005
VIANT CAPITAL LLC (SAN FRANCISCO CA)
NY
09/07/2000 - 03/22/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CA
03/21/1997 - 02/18/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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