Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Eugene Tomich is a financial advisor with Ameriprise Financial Services, LLC. Matthew has over 25 years of experience in the financial industry and is licensed to provide advisory services in multiple states. Matthew specializes in providing investment advice to individuals, businesses, and high-net-worth clients.
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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IL
07/18/2023 - Present
Ameriprise Financial Services, LLC (Schaumburg IL)
IL
04/12/2011 - 10/12/2011
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
01/12/2006 - 08/01/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
IL
04/29/2002 - 01/25/2006
RYAN BECK & CO. (CHICAGO IL)
NY
07/17/2001 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MI
12/19/1995 - 07/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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