Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kelly has been in the financial industry since January 2001. Matthew is currently registered with Raymond James & Associates, Inc. in McAllen, TX. Previously, Matthew worked for MORGAN STANLEY and WELLS FARGO ADVISORS, LLC. Matthew has passed the Series 63, Series 66, Series 7 and SIE exams. Matthew specializes in providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/12/2023 - Present
Raymond James & Associates, Inc. (McAllen TX)
TX
09/23/2013 - 06/16/2023
MORGAN STANLEY (Rockport TX)
TX
01/01/2008 - 09/24/2013
WELLS FARGO ADVISORS, LLC (MCALLEN TX)
TX
01/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCALLEN TX)
BOTH
Issued 07/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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