Matthew PolinerCRD Number: 6762564
Current Firm: Ameriprise Financial Services, LLC
Matthew Poliner (CRD# 6762564) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairfax, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Ameriprise Financial Services, Inc.||Fairfax, VA||Mar 2017 - Current||4|
|Venable LLP||Washington, DC||Jul 2014 - Mar 2017||2|
|U.s. Food And Drug Administration||Silver Spring, MD||Jan 2013 - Jul 2014||1|
|Paulson & Nace, Pllc||Washington, DC||Oct 2012 - Dec 2012||< 1|
|Full Time Law School / Preparing For Bar Exam||Atlanta, GA||Aug 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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