Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Steven Kittell is a financial advisor with over 20 years of experience in the financial services industry. Matthew has held positions with several prominent firms, including J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is currently registered with Cetera Investment Advisers LLC. Matthew is a CERTIFIED FINANCIAL PLANNER™ and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Matthew is committed to helping clients achieve their financial goals and has a passion for providing personalized service.
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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2
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
10/01/2012 - 08/03/2021
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
KY
04/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)
KY
10/05/2009 - 04/05/2011
AMERIPRISE FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
01/09/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LOUISVILLE KY)
KY
09/09/1998 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
BOTH
Issued 11/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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