Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Howard Kelly is a financial advisor at Next Financial Group, Inc., located in Independence, Ohio. Matthew has been in the financial industry since August 11, 1992. Matthew is registered to provide investment advice in California, Florida, New York, Ohio, Pennsylvania, and Washington. Matthew also holds insurance licenses for fixed annuities, Life/Health, and Long-term care.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Seminar/workshop attendance fees
1
2
OH
12/19/2008 - Present
Next Financial Group, Inc. (INDEPENDENCE OH)
OH
10/31/2005 - 12/22/2008
AIG FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
AZ
01/15/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
10/28/1998 - 01/09/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
10/24/1995 - 10/30/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
08/07/1992 - 10/25/1995
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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