Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cain? Claim Your ProfileCain Matthew Cunningham is a financial advisor at Ameriprise Financial Services, LLC in Houston, Texas. Cain has been in the financial services industry since 1998 and is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative. Cain has worked for IDS Life Insurance Company, Ameriprise Financial Services, Inc., and currently Ameriprise Financial Services, LLC. Cain holds Series 7, Series 63, and Series 66 securities licenses, along with the SIE exam, and has been registered with FINRA since 1998. Cain provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars to clients. Cain is also the owner of a non-investment related business.
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 services
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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TX
10/04/2004 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
MN
01/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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