Unclaimed
Matthew Kennelly is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since 2006 and is registered with FINRA and the state of Connecticut. Matthew's primary office location is in Southport, CT, but he also serves clients in other states. He is committed to providing personalized financial advice to individuals, families, and businesses. He has a deep understanding of investment strategies and specializes in helping clients achieve their financial goals. Matthew is a dedicated professional who is passionate about helping clients reach their full financial potential.
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.
Asset allocation services
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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CT
03/11/2015 - Present
Ameriprise Financial Services, LLC (Southport CT)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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