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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Benson is a financial advisor with Ameriprise Financial Services, LLC. Matthew is an active broker and investment advisor. Matthew has been in the industry since 1993. Matthew has passed the Series 4, 7, 24, and 63 examinations, and the SIE exam. Matthew has held previous registrations with AMERICAN ENTERPRISE INVESTMENT SERVICES INC., and IDS LIFE INSURANCE COMPANY. Matthew is currently registered in Arizona and Minnesota. Matthew's current firm specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals. Matthew has extensive experience working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
MN
11/24/1993 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/06/1998 - 05/05/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
11/24/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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