Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Leonard Mattera is a financial advisor with Ameriprise Financial Services, LLC. Philip has been working in the financial industry since 1995 and is registered to provide investment advice in the state of New York. Philip holds Series 6, 7, 24, 63, and 65 licenses and has a Certified Financial Planner designation. Philip's previous experience includes positions at IDS Life Insurance Company, All-Tech Direct, Inc., and C. J. M. Planning Corp..
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
MN
02/29/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/24/1999 - 02/12/2000
ALL-TECH DIRECT, INC. (MONTVALE NJ)
NJ
09/15/1995 - 12/09/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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