Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Ernesto Matthews is a financial advisor with Ameriprise Financial Services, LLC. Victor has been in the securities industry since May 15, 1983. Victor holds Series 6, 7, 63 and 65 securities licenses and is registered in Maryland, New Jersey, New York, Pennsylvania and Texas. Victor is also a Registered Investment Advisor in Pennsylvania and Texas. Victor specializes in providing financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses. Victor has experience working with a wide range of clients, including individuals, families, businesses, trusts, estates, insurance companies, charitable organizations, and pension and profit sharing 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.
1
2
PA
03/13/2023 - Present
Ameriprise Financial Services, LLC (TRUCKSVILLE PA)
MN
11/08/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/16/1983 - 04/01/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 11/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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