Unclaimed
Matthew Costigan is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the industry since September 2020 and is licensed to sell securities in Maryland, South Carolina, Virginia, North Carolina, Pennsylvania, New York, and the District of Columbia. Matthew is a registered representative of Ameriprise Financial Services, LLC and holds the Series 66, 7TO, and SIE licenses. Matthew has been associated with Ameriprise Financial Services, LLC since April 2020, and previously held positions at FIDELITY INVESTMENTS, PRUCO SECURITIES LLC, Pendleton Financial, and Ameriprise Financial.
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
MD
07/10/2023 - Present
Ameriprise Financial Services, LLC (Columbia MD)
SC
11/18/2020 - 07/07/2023
FIDELITY BROKERAGE SERVICES LLC (MOUNT PLEASANT SC)
SC
09/09/2020 - 11/23/2020
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
MD
08/19/2020 - 08/25/2020
AMERIPRISE FINANCIAL SERVICES, LLC (COLUMBIA MD)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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