Unclaimed
Matthew Mc govern is an investment advisor representative with Ameriprise Financial Services, LLC, located in Timonium, MD. Matthew Mc govern has been in the financial services industry for over 20 years and has held previous roles with NYLIFE SECURITIES INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC. His current licenses include Series 66, Series 7 and SIE exams. Ameriprise Financial Services, LLC specializes in financial planning, portfolio management for businesses and individuals, pension consulting and asset allocation services. The firm manages over $479 billion in assets for clients including individuals, corporations, trusts, charitable organizations, and pension plans.
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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2
MD
09/14/2005 - Present
Ameriprise Financial Services, LLC (Timonium MD)
NY
10/18/2002 - 09/29/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
05/01/2000 - 07/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/01/2000 - 07/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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