Matthew ClementsCRD Number: 5373519
Current Firm: Ameriprise Financial Services, Inc.
Matthew Clements (CRD# 5373519) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in New Haven, CT and has over 9 years of experience in the finance industry.
Sagepoint Financial, Inc.
Halsey Associates Inc.
Kanner Financial Services LLC
|Ameriprise Financial Services Inc.||Woodbridge, CT||Jun 2007 - Current||9|
|Personnel Coordinators, Inc.||Elmwood, NJ||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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