Unclaimed
Matthew Icilio Loffredo is a financial advisor at Eagle Strategies LLC. Matthew has been in the securities industry since December 2014 and has experience in financial planning and portfolio management. Matthew's primary office location is in San Marcos, CA. Matthew holds Series 6, 7, 63 and 66 securities registrations and is a Chartered Financial Consultant. Matthew is registered to provide investment advisory services in 13 states. Matthew has a history of working with clients of all types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
SAN MARCOS, CA
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
CA
09/23/2019 - Present
Eagle Strategies LLC (SAN MARCOS CA)
BOTH
Issued 2/8/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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