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 an Investment Advisor Representative with Beacon Trust located in Morristown, New Jersey. Matthew has been in the industry for over 12 years, having previously worked at MORGAN STANLEY in New York, NY. Matthew holds Series 65, SIE, and Series 99TO licenses and is registered with the state of New Jersey. Matthew specializes in financial planning, portfolio management for individuals, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NJ
09/16/2022 - Present
Beacon Trust (MORRISTOWN NJ)
NY
02/25/2020 - 05/10/2022
MORGAN STANLEY (New York NY)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2020
Series 99TO - Operations Professional Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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