Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rea is a financial professional with over 30 years of experience in the industry. Matthew has held various roles at different firms including Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., and First Albany Corporation. Matthew is currently registered with Ameriprise Financial Services, LLC as an investment advisor representative in Texas and Utah. Matthew holds a variety of licenses including Series 7, Series 6, Series 63, Series 65, Series 8, Series 9, Series 10, Series 24, Series 31 and SIE. Matthew offers investment advice to individuals, trusts/estates, charitable organizations, pension plans, and corporations.
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
MN
07/15/2024 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
AZ
05/21/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
IL
03/03/2000 - 06/05/2000
CHICAGO INVESTMENT GROUP, INC. (CHICAGO IL)
NY
03/05/1998 - 10/27/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
MI
10/12/1994 - 03/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
10/13/1993 - 10/03/1994
DICKINSON & CO. (DES MOINES IA)
NY
09/10/1992 - 10/14/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NJ
11/14/1991 - 09/11/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/26/1990 - 09/13/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/26/1989 - 11/08/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
MN
06/26/1989 - 11/08/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/23/1989 - 05/23/1989
FIRST INVESTORS CORPORATION
IA
Issued 07/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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