Matthew Nerone, financial advisor DuBois PA
93 score

Matthew Nerone

CRD Number: 4627575
Current Firm: Ameritas Investment Corp

Matthew Nerone (CRD# 4627575) is an Investment Advisor Representative working at Ameritas Investment Corp in DuBois, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Western Pa Fin Ctr Dba Ameritas Fin Srvs Of Wpa Dubois, PA Jul 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Jun 2005 - Current 11
Ameritas Life Insurance Corp Lincoln, NE Jun 2005 - Current 11
Swift Kennedy Insurance Group Dubois, PA Apr 2005 - Current 11
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Jun 2005 - Dec 2011 6
Ameritas Variable Life Insurance Co Lincoln, NE Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Matthew A. Nerone
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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