Aimee MatthewsCRD Number: 6389536
Current Firm: Ameriprise Financial Services, LLC
Aimee Matthews (CRD# 6389536) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sonoma, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Titus Wealth Management
Stifel, Nicolaus & Company, Incorporated
|Ameriprise Financial Services, Inc.||Sonoma, CA||Sep 2014 - Current||7|
|Home||Penngrove, CA||May 2014 - Aug 2014||< 1|
|California State University Chico||Chico, CA||Sep 2008 - May 2014||5|
|California State University, University Farm||Chico, CA||Sep 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
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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