Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kassera is an investment advisor representative with Ameriprise Financial Services, LLC, licensed to work in Minnesota and Texas. Matthew has been in the financial services industry since 2007 and holds Series 66, Series 7 and SIE licenses. Matthew's firm is Ameriprise Financial Services, LLC, headquartered in Minneapolis, Minnesota. Ameriprise Financial Services, LLC manages between $1 billion and $10 billion in assets, has over 140,000 clients, and employs over 13,000 registered representatives. The firm's services include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
MN
02/07/2025 - Present
Ameriprise Financial Services, LLC (MAPLE GROVE MN)
MN
11/29/2013 - 04/26/2024
RBC CAPITAL MARKETS, LLC (MINNETONKA MN)
MN
08/27/2007 - 01/09/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/17/2007 - 07/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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