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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 Hurwitz is an investment advisor representative and registered representative with Ameriprise Financial Services, LLC. Matthew has been in the financial industry since November 2006. Matthew's registrations include Connecticut, Texas and other states. Matthew has experience at Ameriprise Financial Services Inc, David Lerner Associates, Inc, and is also registered to provide financial advice. Matthew offers a range of services, including financial planning, asset allocation, and portfolio management. Matthew's previous firm was David Lerner Associates, 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
CT
10/13/2022 - Present
Ameriprise Financial Services, LLC (New Haven CT)
CT
11/03/2006 - 08/27/2018
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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