Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel David Matthews is a financial advisor with over 27 years of experience in the industry. Joel is registered with Ameriprise Financial Services, LLC and holds the Series 6, 7, 24, and 63 licenses as well as the SIE exam. Joel is also a Chartered Financial Consultant. Joel has been with Ameriprise Financial Services, LLC since 2020 and previously worked with Ameriprise Financial Services, Inc. Joel specializes in providing financial advice to a variety of client types, including individuals, families, trusts, estates, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Prior to joining Ameriprise Financial Services, LLC, Joel was with IDS Life Insurance Company and Pruco Securities Corporation.
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.
1
2
OH
10/05/2006 - Present
Ameriprise Financial Services, LLC (Canfield OH)
MN
06/25/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/28/1995 - 03/20/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Matthews is the right advisor for you? Invested Better is here to help.
