Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Neil Pomerantz is an investment advisor representative and financial professional. Matthew is currently registered with Eagle Strategies LLC and has been in the financial industry since December 4, 2011. Matthew has a combined 11 years of experience in the industry. Matthew has Series 63 and 66 securities licenses and Series 7 and SIE registrations, and is registered in 7 states. Matthew is associated with Eagle Strategies LLC which has over 1500 licensed agents and is managing over 20 billion dollars in assets. Matthew's clients include individuals, families, and businesses. He provides a range of services including financial planning, portfolio management, and educational seminars. Matthew is a licensed insurance broker and has extensive experience in the insurance industry.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (New York NY)
NY
10/07/2011 - 02/23/2012
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 6/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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