Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Piedmonte is a financial advisor registered with Ameriprise Financial Services, LLC. Matthew has been a registered representative for over 20 years and has been with Ameriprise Financial Services, LLC since 2004. Matthew has passed the Series 63, Series 66, Series 7 and SIE exams. Matthew has been active in the financial industry since August 26, 2000. Ameriprise Financial Services, LLC has a total of 12,518 investment advisor representatives and is registered in 51 states with a total of 2,284,921 accounts under 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
CA
05/28/2004 - Present
Ameriprise Financial Services, LLC (WESTLAKE VILLAGE CA)
MN
05/06/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
03/24/2000 - 12/01/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Piedmonte is the right advisor for you? Invested Better is here to help.
