Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Augustus Matera is a financial advisor who has been in the industry since 1995. He is currently registered with Ameriprise Financial Services, LLC in both New York and Florida. Thomas has a wide range of experience and holds several licenses and certifications, including the Series 63, Series 7, Series 9, Series 10, Series 24, and Series 51 exams. His previous employment includes IDS Life Insurance Company. Thomas specializes in providing financial advice to individuals, families, and businesses. He also provides asset allocation services, financial planning, and educational seminars.
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (MASSAPEQUA NY)
MN
04/24/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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