Matthew Nerone (CRD# 4627575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubois, PA and has over 21 years of experience in the finance industry.
CRD# 2093361
Ameriprise Financial Services, LLC
CRD# 4822754
Securities America Advisors, Inc.
CRD# 2068042
Gwn Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Dubois, PA | Jan 2024 - Current | < 1 |
| Western Pa Fin Ctr Dba Ameritas Fin Srvs Of Wpa | Dubois, PA | Jul 2015 - Current | 8 |
| Swift Kennedy Insurance Group | Dubois, PA | Apr 2005 - Current | 19 |
| Woodbury Financial Services Inc. | Dubois, PA | Apr 2019 - Jan 2024 | 4 |
| Ameritas Investment Corp | Lincoln, NE | Jun 2005 - Apr 2019 | 13 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2005 - Apr 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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