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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Clay is an investment advisor representative with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry for 23 years. His firm provides a variety of investment advisory services, including financial planning, portfolio management, and asset allocation. Matthew has a broad range of experience, having previously worked at Raymond James Financial Services, Inc. and Russell Investments. He is a licensed investment advisor representative in multiple states, including California, Texas, Arizona, and others.
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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AZ
01/02/2025 - Present
Ameriprise Financial Services, LLC (Gilbert AZ)
AZ
10/24/2016 - 10/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
WA
08/17/2010 - 09/19/2016
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
WA
09/13/2000 - 04/20/2009
RUSSELL IMPLEMENTATION SERVICES INC. PART OF RUSSELL INVESTMENTS (TACOMA WA)
NY
08/30/1996 - 04/10/1997
MONY SECURITIES CORP. (NEW YORK NY)
RI
08/31/1995 - 08/13/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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