Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pfaff is a financial advisor registered with Ameriprise Financial Services, LLC. Matthew has been in the industry since April 29, 2009, and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Matthew holds several licenses, including Series 7, Series 63, and Series 66. He is also a Registered Principal with Ameriprise Financial Services, LLC. Matthew is dedicated to helping his clients reach their financial goals.
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
12/03/2021 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/30/2020 - 11/09/2021
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
03/29/2019 - 11/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
01/04/2013 - 03/06/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
01/05/2009 - 10/31/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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