Unclaimed
Matthew Kissane is a financial advisor with over 10 years of experience in the industry. Matthew has been a registered representative since 2013 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Matthew is also a CFA charterholder. Matthew is currently employed with John Hancock Investment Management LLC. Matthew has worked with a number of firms in the past including Advisors Asset Management, Inc., OppenheimerFunds Distributor, Inc., and Foreside Fund Services, LLC. Matthew is a registered representative with the state of New Jersey and Massachusetts and offers investment advisory services to individuals, investment companies, and other clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/14/2023 - Present
John Hancock Investment Management LLC (Medford NJ)
CO
06/10/2019 - 01/11/2023
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
NY
12/16/2015 - 05/29/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
11/05/2013 - 12/16/2015
FORESIDE FUND SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Kissane is the right advisor for you? Invested Better is here to help.