Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kissell is a financial advisor with Avantax Advisory Services, located in Garrettsville, OH. Matthew has been in the industry since 2015 and holds licenses for both securities and investment advisory services. He provides financial planning, pension consulting, and educational seminars to individuals and businesses. Matthew is also a registered representative with Avantax Investment Services, Inc. and an insurance agent with Avantax Insurance Agency LLC. In addition to working with Avantax, Matthew also owns and operates Kissell Financial, LLC, a tax preparation and accounting firm. He is also involved in real estate investments through Twin Property Group LLC, and is a board member of the Garrettsville Baseball Association.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
03/23/2016 - Present
Avantax Advisory Services (Garrettsville OH)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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