Unclaimed
Matthew Thorp is a financial advisor with U.S. Bancorp Investments, Inc. Matthew is a registered representative with the state of Washington and has been in the financial industry since 2000. Matthew has a history of working at several firms, including Chase Investment Services Corp., WAMU Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Matthew has a current registration with U.S. Bancorp Investments, Inc. and is licensed to provide financial advice in a number of states. The firm has a large number of clients in a variety of categories including high-net-worth individuals and charitable organizations. Matthew's firm provides a range of financial advisory services, including financial planning, portfolio management, and publication of periodicals.
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
03/25/2010 - Present
U.s. Bancorp Investments, Inc. (Vancouver WA)
WA
05/02/2009 - 03/25/2010
CHASE INVESTMENT SERVICES CORP. (VANCOUVER WA)
WA
01/29/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (VANCOUVER WA)
MN
08/31/2000 - 01/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/2000 - 01/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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