Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Manfredi is a registered representative with Ameriprise Financial Services, LLC and is based in Hazle Township, Pennsylvania. He is a Series 7 and Series 63 licensed professional and is registered in 19 states. Matthew's expertise is in providing financial planning and investment advice for both individuals and businesses. He offers a range of services including asset allocation, educational seminars, and the selection of other advisors. He is also a registered investment advisor representative, and his services are available in Pennsylvania and Texas. Matthew's focus is to help clients achieve their financial goals and he has a strong understanding of the needs of high net worth individuals and charitable organizations.
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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PA
12/01/2023 - Present
Ameriprise Financial Services, LLC (HAZLE TOWNSHIP PA)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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