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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 Kennedy is an investment advisor representative with Parallel Advisors, LLC. Matthew has over 18 years of experience in the financial services industry. Matthew is registered with the state of California and Texas as an Investment Advisor Representative. He is also a registered representative of FINRA. Matthew holds the Series 7, 63 and 65 licenses. His areas of expertise include portfolio management for individuals and businesses, as well as financial planning. Prior to joining Parallel Advisors, LLC, Matthew held positions at Lazard Capital Markets LLC, Oppenheimer & Co. Inc., Banc One Securities Corporation, Natcity Investments, Inc., Thomas Weisel Partners LLC, Banc of America Securities LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
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CA
11/14/2020 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
07/08/2011 - 11/12/2013
LAZARD CAPITAL MARKETS LLC (SAN FRANCISCO CA)
CA
11/13/2006 - 06/29/2011
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
IL
09/24/2003 - 06/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
08/11/2003 - 09/25/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CA
08/15/2001 - 11/13/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
09/19/2000 - 08/28/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MN
07/28/2000 - 09/01/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/2000 - 09/01/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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