Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew David Solomon is a registered representative with Eagle Strategies LLC and has been in the industry since 2003. Mathew has a Series 66 license and holds Series 7 and SIE licenses as well. Mathew has a strong background in financial planning and portfolio management for individuals and has experience working with clients from various backgrounds. Mathew has also worked for other firms in the past including The O.N. Equity Sales Company, MML Investors Services, LLC, TD Ameritrade, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
10/26/2016 - Present
Eagle Strategies LLC (WALL NJ)
NJ
08/14/2014 - 05/21/2015
THE O.N. EQUITY SALES COMPANY (manasquan NJ)
NJ
07/07/2009 - 07/18/2014
MML INVESTORS SERVICES, LLC (MANASQUAN NJ)
NJ
01/29/2009 - 06/29/2009
TD AMERITRADE, INC. (PRINCETON NJ)
NJ
01/22/2003 - 01/29/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RED BANK NJ)
MN
01/22/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 1/9/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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