Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Violette? Claim Your ProfileViolette Matsas is an investment advisor representative who has been in the industry for 20 years. She is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2011. Violette Matsas has previously been registered with WADDELL & REED, INC., PAINEWEBBER INCORPORATED, LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Violette holds the Series 7 and 66 securities licenses and is registered in Illinois as an investment advisor representative.
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
IL
01/18/2011 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
08/20/2010 - 11/16/2010
WADDELL & REED, INC. (OAKBROOK IL)
NA
07/08/1994 - 12/15/1994
PAINEWEBBER INCORPORATED
NA
05/29/1990 - 07/24/1992
LEHMAN BROTHERS INC.
NA
03/20/1985 - 05/29/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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