Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fries is a financial advisor with Avantax Advisory Services in Saint Cloud, MN. Matthew has been in the industry since December 1998, and has experience with Avantax Advisory Services, Cetera Investment Advisers LLC, Avantax Planning Partners, Inc., First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., Questar Capital Corporation, CRI Securities, LLC, Securian Financial Services, Inc., Worthmark Alliance VIII, LLC, and Piper Jaffray Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
04/23/2024 - Present
Avantax Advisory Services (ST CLOUD MN)
MN
02/23/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
02/23/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
02/23/2016 - 11/01/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
MN
02/23/2016 - 12/31/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
MN
02/23/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
02/23/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (St. Cloud MN)
MN
06/25/2007 - 08/21/2015
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
07/29/1999 - 05/29/2007
CRI SECURITIES, LLC (ST PAUL MN)
MN
06/25/1999 - 05/29/2007
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
04/07/2006 - 11/22/2006
WORTHMARK ALLIANCE VIII, LLC (ST. PAUL MN)
MN
10/01/1998 - 05/26/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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