Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harris is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC and holds both securities and investment advisory licenses. Matthew is a dedicated financial professional who is committed to helping clients achieve their financial goals. Matthew specializes in providing investment advice and financial planning services to a range of clients, including individuals, families, and businesses.
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.
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FL
10/01/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
08/27/2007 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
04/22/2005 - 08/28/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
NJ
12/04/2002 - 05/04/2005
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 04/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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