Unclaimed
Matthew Felber is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Matthew has over 20 years of experience in the financial industry. Matthew's prior experience includes time at IDS Life Insurance Company. Matthew holds a Series 66, Series 7 and SIE license. Matthew's primary practice is focused on providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisers. Matthew is registered in Arizona, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Minnesota, Missouri, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Washington.
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
VA
01/27/2003 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
MN
11/26/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Felber is the right advisor for you? Invested Better is here to help.