Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Price is a financial advisor who has been in the industry since 1994. Matt is currently registered with Ameriprise Financial Services, LLC and is licensed in California and Texas. Matt has also held positions with Wells Fargo Advisors, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and Spelman & Co., Inc.
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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2
CA
03/08/2024 - Present
Ameriprise Financial Services, LLC (Valencia CA)
CA
02/26/2015 - 03/19/2024
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
06/01/2009 - 03/11/2015
MORGAN STANLEY (VALENCIA CA)
CA
12/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)
CA
07/25/1994 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
AZ
02/08/1994 - 06/22/1994
SPELMAN & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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