Matt Kern

Financial Advisor

Role
Financial Advisor at Massmutual Carolinas
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matt Kern

Preparing for that next step in life isn\'t always easy. Matt\'s combination of…

Experience

  1. Financial Advisor

    Massmutual Carolinas

    Oct 1989 — Present · Charlotte, NC, US

    Disclosures: https://carolinas.massmutual.com/about-us/licenses

Education

  • James Madison University

    B.B.A., Finance

    1983 — 1987

Skills

  • Series 7
  • Accident and Health Insurance
  • Financial Planning
  • Insurance
  • Financial Goals
  • Annuities
  • Investments
  • Accredited Investment Fiduciary
  • Budgets
  • Securities
  • Estate Planning
  • Retirement
  • Bonds
  • Strategic Financial Planning
  • Wealth Management
  • Retirement Planning
  • Fixed Annuities
  • Budgeting
  • Series 65
  • Chartered Life Underwriter
  • Strategy
  • Certified in Long Term Care
  • Long Term Care
  • Risk Management
  • Disability Insurance

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Matt Kern — Financial Advisor at Massmutual Carolinas in Charlotte, NC, US | Unifers