Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Todd Flynn is an active investment advisor representative with Ameriprise Financial Services, LLC in Troy, Michigan. Matthew has been in the securities industry since December 5, 1992. Matthew has experience with Concorde Investment Services, LLC, L.M. Kohn & Company, Fifth Third Securities, Inc., Morgan Stanley, and New England Securities. Matthew is registered in 11 states.
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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MI
07/26/2019 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
08/22/2018 - 07/30/2019
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
10/24/2014 - 08/16/2018
L.M. KOHN & COMPANY (TROY MI)
MI
10/15/2012 - 10/09/2014
FIFTH THIRD SECURITIES, INC. (HIGHLAND MI)
MI
02/11/2011 - 10/25/2012
MORGAN STANLEY (TROY MI)
MI
12/09/2009 - 02/08/2011
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
10/03/2005 - 12/16/2009
WRP INVESTMENTS, INC. (PLYMOUTH MI)
NY
01/02/2003 - 10/20/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/13/2001 - 01/09/2003
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
08/03/2000 - 08/01/2001
MICHIGAN SECURITIES, INC. (ALBANY NY)
MI
11/04/1992 - 08/02/2000
GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)
IA
Issued 02/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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