Unclaimed
Matthew Bryce Johnson is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Matthew has been in the financial services industry for over 10 years. Matthew holds the Series 6, 7, 63 and 65 licenses and is registered in Washington and California. Matthew has experience providing financial planning and portfolio management for individuals and businesses. Matthew is also a registered investment adviser representative with Ameriprise Financial Services, LLC and previously worked with U.S. Bancorp Investments, Inc. in Lacey, WA.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
03/18/2024 - Present
U.s. Bancorp Investments, Inc. (Bremerton WA)
WA
08/19/2021 - 03/28/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Gig Harbor WA)
WA
07/23/2020 - 08/20/2021
U.S. BANCORP INVESTMENTS, INC. (LACEY WA)
WA
03/04/2014 - 07/26/2016
U.S. BANCORP INVESTMENTS, INC. (TACOMA WA)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Johnson is the right advisor for you? Invested Better is here to help.