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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Van Martin is a financial advisor with Ameriprise Financial Services, LLC in Batesville, Arkansas. Matthew has over 15 years of experience in the financial services industry. Matthew holds Series 7 and Series 63 securities licenses and Series 65 investment advisor representative license. Matthew works with individuals, high-net-worth individuals, corporations, charitable organizations, trusts, and estates. Matthew's services include financial planning, asset allocation services, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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
02/07/2020 - Present
Ameriprise Financial Services, LLC (Batesville AR)
AR
08/02/2018 - 09/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Batesville AR)
AR
11/19/2013 - 08/31/2016
LPL FINANCIAL LLC (BATESVILLE AR)
AR
03/14/2003 - 06/29/2012
CREWS & ASSOCIATES, INC. (HEBER SPRINGS AR)
MN
10/22/2002 - 07/25/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 06/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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