Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dodd Clark is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial industry since 1995. Matthew has a variety of licenses and certifications, including Series 6, 7, 9, 10, and 63. Matthew's previous firms include LPL Financial LLC and BOK Financial Securities, Inc. Matthew is based in Addison, Texas.
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
TX
10/03/2022 - Present
Ameriprise Financial Services, LLC (Addison TX)
TX
08/19/2022 - 10/12/2022
LPL FINANCIAL LLC (ADDISON TX)
TX
04/01/2021 - 08/18/2022
LPL FINANCIAL LLC (ADDISON TX)
TX
12/07/2017 - 10/30/2020
BOK FINANCIAL SECURITIES, INC. (DALLAS TX)
UT
09/17/2012 - 03/31/2017
LPL FINANCIAL LLC (SALT LAKE CITY UT)
UT
09/18/2007 - 05/31/2012
LPL FINANCIAL LLC (WEST JORDAN UT)
UT
09/08/2005 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (WEST JORDAN UT)
RI
12/11/1993 - 09/09/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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