Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Emery is an investment advisor representative registered with Hightower Advisors, LLC in Portland, Maine. Matthew James Emery is also a Registered Representative of Hightower Securities, LLC. Matthew James Emery has been in the industry since May 19, 2018 and has held previous roles at Ameriprise Financial Services, Inc. and Prime Buchholz LLC. Matthew James Emery specializes in providing financial planning, portfolio management for businesses and individuals, selection of other advisors, and treasury 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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
ME
07/30/2018 - Present
Hightower Advisors, LLC (Portland ME)
ME
05/06/2013 - 05/21/2013
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND ME)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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