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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Canner is an Investment Advisor Representative and registered with Cerity Partners LLC. Matthew has been in the industry since 1996 and has experience with M&T SECURITIES, INC., KNIGHT CAPITAL AMERICAS, L.P., and MML INVESTORS SERVICES, INC.. Matthew is licensed in New York and Connecticut. Matthew has Series 6, 7, 63, 55, 65, and SIE licenses. Cerity Partners LLC specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
Tax services; bill pay
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
NY
07/05/2022 - Present
Cerity Partners LLC (NEW YORK NY)
NY
08/24/2011 - 05/01/2019
M&T SECURITIES, INC. (NEW YORK NY)
NY
08/04/2004 - 07/15/2011
KNIGHT CAPITAL AMERICAS, L.P. (GARDEN CITY NY)
MA
10/09/1996 - 05/21/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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