Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Obradovich is a financial advisor registered with Ameriprise Financial Services, LLC. Matthew has over 15 years of experience in the financial industry and has been with Ameriprise since January 2022. Previously, Matthew worked with LPL Financial LLC and J.P. Morgan Securities LLC. Matthew is also a registered investment advisor in Ohio and Florida. Matthew's primary office is located in North Canton, Ohio, and serves clients nationwide. Matthew specializes in providing financial advice to individuals, families, businesses, and retirement plans. Matthew also provides financial planning, asset allocation, and investment management services.
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
OH
01/28/2022 - Present
Ameriprise Financial Services, LLC (North Canton OH)
OH
07/15/2014 - 02/02/2022
LPL FINANCIAL LLC (SOUTH EUCLID OH)
OH
06/09/2014 - 07/17/2014
J.P. MORGAN SECURITIES LLC (ASHLAND OH)
OH
02/01/2012 - 06/10/2014
LPL FINANCIAL LLC (SOUTH EUCLID OH)
OH
05/11/2011 - 01/31/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (BARBERTON OH)
OH
01/14/2010 - 04/04/2011
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
10/01/2009 - 01/14/2010
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
06/22/2009 - 10/02/2009
M HOLDINGS SECURITIES, INC. (NORTH CANTON OH)
OH
02/27/2009 - 06/25/2009
FSC SECURITIES CORPORATION (TALLMADGE OH)
OH
07/23/2007 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (TALLMADGE OH)
OH
04/11/2007 - 07/13/2007
SHEPARD & VRBANAC SECURITIES, INC. (AKRON OH)
BOTH
Issued 04/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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