Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Pisera is a financial advisor with Eagle Strategies LLC, a registered investment advisor with offices in New York, NY and Winter Park, FL. Matthew has been in the financial services industry since 2013. His professional designations include Certified Financial Planner and Chartered Financial Consultant. Matthew provides a range of financial planning and investment advisory services, including portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Matthew has a proven track record of success in helping clients achieve their financial goals.
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
FL
08/23/2024 - Present
Eagle Strategies LLC (WINTER PARK FL)
NY
11/17/2015 - 04/01/2020
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
11/05/2013 - 11/18/2015
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
BOTH
Issued 10/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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