Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sperazzo is a financial advisor with Ameriprise Financial Services, LLC. He has been in the financial services industry since June 2010 and holds Series 6, 7, 63 and 66 licenses. Matthew has previously worked at John Hancock Investment Management Distributors LLC and John Hancock Distributors LLC. He specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Matthew is currently registered in 20 states and serves clients in a variety of industries, including insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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
01/24/2023 - Present
Ameriprise Financial Services, LLC (ALBANY NY)
MA
02/08/2012 - 10/19/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
06/17/2010 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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