Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mackay Kelleher is a financial advisor with over 40 years of experience in the industry. Matthew is currently registered with Wedbush Securities Inc. and previously held positions with UBS Financial Services Inc., Morgan Stanley, and Citigroup Global Markets Inc., among other firms. Matthew specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Matthew holds Series 7, 63 and 66 licenses and is registered in several states.
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.
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
WA
06/21/2019 - Present
Wedbush Securities Inc. (SEATTLE WA)
WA
05/30/2014 - 06/14/2019
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
06/01/2009 - 06/24/2014
MORGAN STANLEY (SEATTLE WA)
WA
02/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
NY
03/19/1999 - 02/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
02/22/1994 - 04/01/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/19/1990 - 03/03/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
03/16/1987 - 02/05/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/17/1983 - 03/20/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/22/1980 - 03/29/1983
HARPER, MCLEAN & COMPANY
BOTH
Issued 10/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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