Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew w? Claim Your ProfileMatthew Wayne Shaughnessy is a financial advisor with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since 1994 and has experience with both broker-dealer and investment advisor activities. Matthew is registered in several states and specializes in financial planning, asset allocation, and investment management for individuals and businesses. Matthew is a registered representative of Ameriprise Financial Services, LLC and a Registered Investment Advisor.
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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NV
12/12/2024 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
11/04/2008 - 09/14/2018
UBS FINANCIAL SERVICES INC. (HENDERSON NV)
NV
04/02/2007 - 11/05/2008
MORGAN STANLEY & CO. INCORPORATED (HENDERSON NV)
NV
03/17/2003 - 04/02/2007
MORGAN STANLEY DW INC. (HENDERSON NV)
NY
07/23/1998 - 04/03/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
05/10/1994 - 08/06/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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