Unclaimed
Matthew Gentile is a financial advisor with Ameriprise Financial Services, LLC based in ALBANY, NY. Matthew has been in the financial industry since 2022. Matthew is licensed in 31 states and offers financial planning, pension consulting, educational seminars, and publication of periodicals as advisory services. Matthew is also involved with FFLIH, LLC and INetwork NY LLC.
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.
1
2
NY
01/09/2024 - Present
Ameriprise Financial Services, LLC (ALBANY NY)
NY
10/18/2022 - 08/24/2023
EQUITY SERVICES, INC. (LATHAM NY)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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