Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vadim? Claim Your ProfileVadim Matatov is a financial advisor with Ameriprise Financial Services, LLC. Vadim has been in the financial services industry since 2000, having previously worked at IDS Life Insurance Company, Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vadim is registered with FINRA and holds Series 7, Series 63, and Series 66 licenses. Vadim offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and educational seminars. Vadim is a member of the Ameriprise team, which has been in the financial services industry for over 100 years and has over $479 billion in assets under management.
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
FL
10/13/2010 - Present
Ameriprise Financial Services, LLC (Orlando FL)
MN
03/05/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/18/2000 - 04/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/28/2000 - 05/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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