Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kirchner is a financial advisor with over 10 years of experience in the industry. Matthew currently works at MML Investors Services, LLC and has previously worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Matthew specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Matthew's expertise includes portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
01/19/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
WI
09/02/2020 - 01/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
03/12/2015 - 09/24/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
10/01/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (APPLETON WI)
WI
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (APPLETON WI)
BOTH
Issued 07/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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