Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kuzma is a financial advisor with Eagle Strategies LLC. Matthew has over 7 years of experience in the financial services industry. Matthew is registered with the state of Ohio as both a broker-dealer and an investment advisor. Matthew has experience in providing financial planning and investment advice to individuals, high-net-worth individuals, and charitable organizations. Matthew also has experience in providing portfolio management services to businesses. In addition, Matthew has experience in providing educational seminars. Matthew is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
FAIRVIEW PARK, OH
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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OH
07/07/2022 - Present
Eagle Strategies LLC (FAIRVIEW PARK OH)
OH
08/18/2014 - 03/11/2016
KEY INVESTMENT SERVICES LLC (BAY VILLAGE OH)
IA
Issued 7/1/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/5/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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