Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Mary Matt is a financial advisor with over 30 years of experience in the financial services industry. Ruth is currently registered with Commonwealth Financial Network and has been with them since 2010. Previously, Ruth worked with W R RICE FINANCIAL SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, ATLANTIC FINANCIAL SERVICES OF MAINE, INC., CITICORP INVESTMENT SERVICES, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and CONNECTICUT MUTUAL FINANCIAL SERVICES, INC. Ruth holds the Series 7, Series 63, and Series 53 licenses. Ruth specializes in financial planning, portfolio management, and pension consulting. Ruth is also a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
09/03/2010 - Present
Commonwealth Financial Network (PORTLAND ME)
ME
09/30/1997 - 09/03/2010
W R RICE FINANCIAL SERVICES, INC. (PORTLAND ME)
CA
04/03/1997 - 10/06/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
ME
12/04/1995 - 03/25/1997
ATLANTIC FINANCIAL SERVICES OF MAINE, INC. (PORTLAND ME)
NY
04/28/1992 - 06/23/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
05/01/1989 - 04/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/01/1989 - 04/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/24/1989 - 05/22/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 01/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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