Matthew Jason Rice

Current Employers

Employment History

• 09/2002 → 06/2020
  Ameriprise Financial Services, Llc.
  Charlotte, NC
• 06/2020 → 09/2025
  Avantax Investment Services, Inc.
  Charlotte, NC
• 06/2020 → 09/2025
  Avantax Advisory Services
  Charlotte, NC
• 05/2010 → Present
  Matthew J Rice Cpa Pc
  Charlotte, NC
• 06/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Charlotte, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Charlotte, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-06-15 → 2025-09-05
  Avantax Advisory Services
  Charlotte, NC
• 2002-09-06 → 2020-07-17
  Ameriprise Financial Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1)Matthew J Rice CPA PC~'NIR'~8022 Lancken Drive~CHARLOTTE~NC~28277~Accounting Services/Tax Preparation~Other~5/1/2010~120hrs~120hrs~WORK WITH BUSINESS OWNERS AND INDIVIDUALS TO MINIMIZE THEIR TAX LIABILITY. PREPARE BUSINESS AND PERSONAL TAX RETURNS. PREPARE TAX PLANNING SCHEDULES AND FORMS, SUBMIT COMPLETED TAX RETURNS TO CLIENT AND TAXING AUTHORITIES. 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2025; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2001-04-11
• S63 Uniform Securities Agent State Law Examination
  1993-09-23

Other Names

• Matthew Jason Rice
• Matthew Rice