Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kirschner is a financial advisor with Edward Jones. Matthew has been in the financial services industry since September 2015. Matthew has a Series 66, Series 63, Series 86, Series 87, Series 7, and SIE license. Matthew is registered with the state of Massachusetts and Texas. Prior to joining Edward Jones, Matthew worked at Guggenheim Securities, LLC in New York. Matthew provides financial planning, pension consulting, selection of other advisors and portfolio management services to individuals, businesses and corporations.
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.
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.
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.
See schedule d - miscellaneous
1
2
MA
07/20/2021 - Present
Edward Jones (IPSWICH MA)
MA
06/11/2015 - 10/21/2019
GUGGENHEIM SECURITIES, LLC (BOSTON MA)
BOTH
Issued 03/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/03/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Kirschner is the right advisor for you? Invested Better is here to help.
