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 advisor with Steward Partners Investment Solutions, LLC, located in Portsmouth, NH. He is a registered representative in 22 states. Matthew has been in the securities industry since April 29, 2007. He holds the Series 7 and Series 63 licenses, as well as the SIE exam. Before joining Steward Partners Investment Solutions, LLC, Matthew was a financial advisor with Raymond James Financial Services, Inc. Matthew Kelly can assist clients with various financial needs, including investment advice, retirement planning, and college savings.
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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NH
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (PORTSMOUTH NH)
NH
03/24/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
12/18/2008 - 11/17/2015
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
NH
12/15/2006 - 12/08/2008
WACHOVIA SECURITIES, LLC (PORTSMOUTH NH)
BC
Issued 04/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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