Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Johnson is a financial advisor with Ameriprise Financial Services, LLC, specializing in a range of investment services. With experience at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, Matthew brings a diverse background to his practice. He holds Series 7, Series 66 and SIE licenses. His expertise includes financial planning, asset allocation, and portfolio management for both individuals and businesses. Matthew is committed to helping clients reach their financial goals through customized strategies and personalized guidance.
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
AR
01/02/2025 - Present
Ameriprise Financial Services, LLC (LITTLE ROCK AR)
NY
01/04/2021 - 02/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
12/20/2018 - 11/26/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
06/29/2018 - 10/16/2018
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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