Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Roy Meddaugh is a financial advisor associated with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since 1999. Matthew holds licenses in New Jersey, New York, California, Colorado, Connecticut, Florida, Maine, Massachusetts, South Dakota, and Virginia. Matthew has Series 7, 24, 63, and 65 licenses. Matthew has experience with individuals, high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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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NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (POUGHKEEPSIE NY)
NY
06/05/2009 - 08/27/2014
NATIONAL PLANNING CORPORATION (GOSHEN NY)
NY
04/14/2004 - 05/08/2009
M&T SECURITIES, INC. (AMENIA NY)
CA
11/14/2001 - 01/30/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
04/14/1999 - 11/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/21/1998 - 04/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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