Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Edward Neill is an investment advisor representative with Eagle Strategies LLC. Matthew has been in the financial industry since 1996. He currently holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Prior to joining Eagle Strategies LLC, Matthew has worked at various financial institutions, including Prudential Investment Management Services LLC, Prudential Securities Incorporated, and Kemper Financial Services, Inc. Matthew works with a range of clients including individuals, corporations, charitable organizations, and high-net-worth individuals. His areas of specialization include financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management. Matthew is currently registered with the state of Illinois and New Jersey.
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.
1
2
NY
07/07/2010 - Present
Eagle Strategies LLC (NEW YORK NY)
ME
08/20/2003 - 06/09/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NC
09/01/2000 - 11/05/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
01/01/1997 - 08/01/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
01/24/1996 - 01/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
09/22/1993 - 05/09/1995
NIKE SECURITIES L.P. (WHEATON IL)
NA
11/16/1992 - 09/23/1993
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 10/25/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/7/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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