Matthew V Poteete

Matthew V Poteete is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.

Registration history (6)

FirmFromToCurrent
AMERIPRISE FINANCIAL SERVICES, LLC2021-01-13presentYes
WELLS FARGO CLEARING SERVICES, LLC2013-12-112021-01-15
PRINCIPAL SECURITIES, INC.2013-08-152013-12-06
INVEST FINANCIAL CORPORATION2012-04-022012-09-19
NEW ENGLAND SECURITIES2010-05-212012-02-23
WADDELL & REED2009-10-302010-04-16

More