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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kingsley Schernikau is a financial advisor with Eagle Strategies LLC. Matthew has been working in the financial services industry since 1995. Matthew is registered with FINRA and the state of Nebraska. Matthew works with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Matthew provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Matthew previously worked for Transamerica Financial Advisors, Inc, Ameritas Investment Corp, NYLIFE Securities LLC, and New York Life.
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
NE
05/28/2013 - Present
Eagle Strategies LLC (Elkhorn NE)
NE
09/04/2009 - 07/25/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (LINCOLN NE)
NE
07/30/1996 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LINCOLN NE)
NE
12/11/1995 - 07/30/1996
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 3/3/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/8/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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