Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Warren Heath is an investment advisor representative currently registered with Cerity Partners LLC. He is a Certified Financial Planner and holds a Series 63, Series 65, and Series 7 license. Matthew has experience in the financial services industry, having previously worked at John Hancock Funds, LLC, Plymouth Real Estate Capital, LLC, and Brookwood Securities Partners, LLC. He provides investment advice to a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and pooled investment vehicles. Matthew is a registered investment advisor in Massachusetts and Ohio.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
11/02/2021 - Present
Cerity Partners LLC (NEW YORK NY)
MA
10/15/2012 - 01/08/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
07/20/2011 - 10/02/2012
PLYMOUTH REAL ESTATE CAPITAL, LLC (BOSTON MA)
MA
02/18/2008 - 07/15/2011
BROOKWOOD SECURITIES PARTNERS, LLC (BEVERLY MA)
IA
Issued 03/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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