Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Minehart is an investment advisor representative with Eagle Strategies LLC. Matthew has been in the financial services industry since 2001 and has a broad range of experience serving individuals, businesses, and charitable organizations. Matthew is a registered representative and investment advisor representative in 13 states including Arizona, California, Florida, and Missouri. Matthew is also a Series 6, 7, 26, and 66 license holder. In addition to his work with Eagle Strategies LLC, Matthew is also the owner of Anchor Financial Solutions Group LLC, a firm specializing in financial products and services, and an insurance broker for various non-registered insurance products. Matthew's experience and qualifications make him well-suited to assist clients with a variety of financial needs.
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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AZ
12/20/2017 - Present
Eagle Strategies LLC (TUCSON AZ)
NJ
05/15/2001 - 11/27/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/7/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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