Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Godfroy is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial industry since August 2004. Matthew is registered with the state of New Jersey, Pennsylvania and Texas. Matthew holds the Series 66, Series 7 and SIE licenses. He is a Certified Financial Planner and Chartered Financial Consultant. Matthew is also a registered Investment Advisor in New Jersey and Pennsylvania. He offers a range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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NJ
03/25/2008 - Present
Ameriprise Financial Services, LLC (Lawrenceville NJ)
MN
08/06/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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