Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dijak is an investment advisor representative at Ameriprise Financial Services, LLC. Matthew has been in the financial industry for over two years, working at Transamerica Capital, Inc. prior to joining Ameriprise. Matthew is licensed to provide investment advice in California, Indiana, Iowa, Michigan, and Rhode Island. Matthew is a Series 7, 63, and 65 licensed advisor. Matthew also holds the Securities Industry Essentials Examination (SIE). Matthew specializes in providing financial planning, asset allocation services, and portfolio management services to individuals, businesses, charitable organizations, and trusts/estates.
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
MI
05/12/2022 - Present
Ameriprise Financial Services, LLC (SAGINAW MI)
CO
01/27/2020 - 03/02/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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