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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 Joseph Sheerin is a financial advisor with Ameriprise Financial Services, LLC. Matthew Joseph Sheerin has been in the industry since August 1, 2003. Ameriprise Financial Services, LLC is a financial services company that provides a variety of financial products and services, including investment management, retirement planning, and insurance. Matthew Joseph Sheerin is registered to provide investment advice in Connecticut, Florida, Maine, New Jersey, New York, and North Carolina. Matthew Joseph Sheerin has also worked for Cantor Fitzgerald & Co. and Seaport Global Securities LLC.
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
NY
02/07/2025 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
01/04/2021 - 07/31/2023
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
06/30/2016 - 12/18/2020
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
NY
09/18/2000 - 08/12/2011
AG BD LLC (NEW YORK NY)
NJ
04/21/1997 - 06/28/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 09/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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