Unclaimed
Matthew Stephen Kerns is a registered representative with Steward Partners Investment Advisory, LLC. Matthew is a licensed investment advisor representative in Louisiana and Texas. Matthew has been in the securities industry since January 2021 and holds the following licenses: Series 7, Series 66, and the SIE. Matthew was previously registered with Raymond James Financial Services, Inc. Matthew is a Registered Support Staff with Steward Partners Investment Advisory, LLC. and works as an employee of Steward Partners Global Advisory, LLC. in Houston, TX. Matthew is licensed to provide investment advisory services in a number of 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
1
2
NY
06/17/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
01/08/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 6/4/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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