Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul Kelley has been working in the financial services industry since 2004. Currently registered with Cetera Investment Advisers LLC, Matthew has a proven track record of success working with individuals, families, businesses, and charitable organizations. Matthew specializes in a wide range of financial services, including financial planning, portfolio management, and pension consulting. Prior to joining Cetera Investment Advisers LLC, Matthew worked at Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, Inc. He holds Series 7, 63, and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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NY
02/21/2024 - Present
Cetera Investment Advisers LLC (PORT JEFFERSON NY)
NY
12/12/2012 - 02/07/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (PORT JEFFERSON NY)
NY
09/10/2010 - 12/04/2012
HORNOR, TOWNSEND & KENT, INC. (HAUPPAUGE NY)
NY
09/15/2004 - 08/18/2010
EQUITY SERVICES, INC. (HAUPPAUGE NY)
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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