Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kaminski is a financial advisor registered with the state of Connecticut. He has over 15 years of experience in the financial services industry. Matthew specializes in working with individuals, families, and non-profit organizations. He is also a Chartered Financial Analyst (CFA). Matthew is currently employed by Fiducient Advisors LLC. Prior to that, he was employed by Fidelity Brokerage Services LLC, Park Avenue Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. He provides investment advisory services, including financial planning, pension consulting, and portfolio management.
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.
Investment consulting for individuals and non profit organizations
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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CT
01/12/2021 - Present
Fiducient Advisors LLC (WINDSOR CT)
MA
02/21/2008 - 09/30/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
06/06/2006 - 01/10/2008
PARK AVENUE SECURITIES LLC (HINGHAM MA)
MA
07/13/2005 - 05/23/2006
METLIFE SECURITIES INC. (HINGHAM MA)
MA
07/13/2005 - 05/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (HINGHAM MA)
IA
Issued 08/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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