Unclaimed
Matthew Gunnip is an investment advisor representative associated with Ameriprise Financial Services, LLC. Matthew has been in the securities industry since 1997. Matthew has passed the Series 7, Series 31, Series 63, and Series 65 exams. Prior to joining Ameriprise, Matthew was associated with Morgan Stanley.
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
TX
10/06/2023 - Present
Ameriprise Financial Services, LLC (SOUTHLAKE TX)
TX
06/01/2009 - 10/13/2023
MORGAN STANLEY (Southlake TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. WORTH TX)
TX
01/15/1997 - 04/02/2007
MORGAN STANLEY DW INC. (FT. WORTH TX)
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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