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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 James Kitzman is a financial professional with over 14 years of experience in the industry. Matthew is currently registered with One Capital Management, LLC and has a combined total of 3 active registrations. Matthew has worked at several firms over the years including TD Ameritrade, INC and Morgan Stanley DW INC. Matthew is a graduate of the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Futures Managed Funds Examination (Series 31). Matthew and One Capital Management, LLC serve a variety of clients, including high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, other investment advisors, and individuals other than high-net-worth. Matthew's focus is on providing advisory consulting services, financial planning, pension consulting, publication of periodicals, and portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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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2
CA
06/04/2024 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
NE
01/11/2010 - 10/15/2014
TD AMERITRADE, INC. (OMAHA NE)
NY
11/16/2001 - 01/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
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