Unclaimed
Matthew Nathan Eglseder is a financial advisor at Bridges Investment Management Inc. Matthew has been in the financial services industry since 2017. Matthew has a Series 7, Series 63, and Series 66 licenses. Matthew is also a Certified Financial Planner. Matthew has worked for several other financial firms, including RBC Capital Markets, LLC and TD Ameritrade. Matthew is located in Omaha, Nebraska and has been registered in Nebraska since July 2020. Matthew has experience working with individuals, corporations, pension and profit-sharing plans, investment companies, charitable organizations, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Securities research services
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.
Consulting
1
2
NE
07/16/2020 - Present
Bridges Investment Management Inc. (OMAHA NE)
NE
12/07/2018 - 02/19/2020
RBC CAPITAL MARKETS, LLC (OMAHA NE)
NE
08/21/2017 - 12/03/2018
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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