Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hanna is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial industry for 17 years. Matthew is licensed to provide financial advice in 35 states. Matthew is registered with FINRA and has a Series 7, Series 31, Series 66 and SIE. Matthew also holds the Certified Financial Planner designation. Previous firms Matthew worked at include Invesco Distributors, Inc., Van Kampen Funds Inc., UBS Financial Services Inc. and Morgan Stanley DW Inc.
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
10/10/2018 - Present
Ameriprise Financial Services, LLC (PHOENIX AZ)
IL
06/01/2010 - 02/15/2018
INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)
IL
03/18/2010 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MD
12/12/2006 - 12/31/2008
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MD
04/14/2005 - 10/06/2006
MORGAN STANLEY DW INC. (ANNAPOLIS MD)
MN
09/05/2003 - 04/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/2003 - 04/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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