Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ask is a financial advisor with over 10 years of experience in the industry. Matthew is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in several states, including Minnesota, Texas, and Florida. Matthew has worked at several firms throughout their career, including Edward Jones, Ameriprise Financial Services, Inc., AIG Retirement Advisors, Inc., Wells Fargo Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 66, Series 7, and SIE exams. Matthew offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Matthew is also licensed to offer investment advice in several states, including Minnesota, Texas, and Florida.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
11/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (DETROIT LAKES MN)
MN
10/21/2013 - 06/17/2016
EDWARD JONES (DETROIT LAKES MN)
ND
07/02/2008 - 11/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (FARGO ND)
MN
08/24/2007 - 07/08/2008
AIG RETIREMENT ADVISORS, INC. (EDINA MN)
MN
08/22/2006 - 07/16/2007
WELLS FARGO INVESTMENTS, LLC (BEMIDJI MN)
NY
12/19/2003 - 04/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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