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 is a registered representative with Aegis Capital Corp. Matthew is licensed to provide investment advice in Florida and Minnesota. Matthew has been in the financial services industry since 2023. In addition to working with Aegis Capital Corp., Matthew is also Of Counsel Attorney at Essenson Law Firm and a Trustee for First Baptist Church of Sarasota. Matthew specializes in providing financial advice for individuals, families, and businesses. Matthew's practice focuses on financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/19/2024 - Present
Aegis Capital Corp. (Sarasota FL)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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