Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Donaghue is a financial advisor with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Matthew has been in the financial services industry since 2004 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Matthew holds the Series 6, 7, 24, 63 and 66 licenses and is a Certified Financial Planner. He is registered in 14 states: Arizona, California, Colorado, Florida, Indiana, Michigan, Minnesota, Nevada, Texas, Utah, Vermont, Virginia, and Wisconsin. Matthew specializes in working with high-net-worth individuals, corporations, and institutions. Prior to joining Kestra, Matthew worked with Foresters Financial Services, Inc., Foresters Equity Services, Inc., and Cetera Investment Services LLC.
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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2
TX
01/04/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
06/20/2019 - 01/17/2023
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
TX
11/05/2015 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NJ
09/22/2014 - 09/01/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
10/04/2012 - 09/03/2014
FIRST INVESTORS CORPORATION (EDISON NJ)
CA
08/25/2006 - 10/03/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
06/24/2005 - 07/24/2006
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
09/08/2000 - 08/27/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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