Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew L Staples is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Ameriprise Financial Services, LLC. Matthew has been registered with Ameriprise since September 2016, and prior to that, worked with LPL FINANCIAL LLC. Matthew holds a Series 7, Series 66 and SIE. Matthew has experience working with clients such as individuals, trusts, estates, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Matthew specializes in providing a range of financial services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
PA
10/24/2016 - Present
Ameriprise Financial Services, LLC (Center Valley PA)
PA
06/04/2012 - 09/28/2016
LPL FINANCIAL LLC (ALLENTOWN PA)
PA
01/01/2004 - 08/18/2010
PNC INVESTMENTS (DREXEL HILL PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/07/2002 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
MN
07/30/2001 - 01/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/2001 - 01/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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