Unclaimed
Matthew Cunningham is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been working in the financial industry since 1994. Matthew is licensed to provide financial services in 34 states, including Michigan and Texas, where Matthew is also registered as an Investment Advisor Representative. Matthew holds Series 7 and Series 63 securities licenses and is a Series 65 registered Investment Advisor Representative. Matthew is a graduate of the University of Michigan.
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
MI
11/28/2007 - Present
Ameriprise Financial Services, LLC (Ann Arbor MI)
MN
06/22/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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