Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sondrini is a financial advisor at Ameriprise Financial Services, LLC. Matthew has been in the industry since 2006 and is registered with FINRA and the state of Connecticut. Matthew holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam. Matthew has experience in providing financial planning, portfolio management, and asset allocation services. Matthew has previously worked at VOYA FINANCIAL ADVISORS, INC. and METLIFE INVESTORS DISTRIBUTION COMPANY. Ameriprise Financial Services, LLC is a large, well-established firm with a wide range of financial products and 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.
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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2
CT
10/13/2022 - Present
Ameriprise Financial Services, LLC (Putnam CT)
CT
02/15/2011 - 10/05/2022
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
03/03/2006 - 01/20/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
IA
Issued 04/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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