Unclaimed
Abhimanyu Vinayek is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Abhimanyu has been in the industry since 2023. Abhimanyu has passed the Series 7TO, SIE, and Series 66 exams. Abhimanyu has experience at Heron Therapeutics Inc, Tocagen, 1798 Consultants, Orexigen Therapeutics Inc, Amgen Inc, New York Life, NYLIFE Securities LLC, and Eagle Strategies LLC. Abhimanyu holds registrations in California, Texas, Michigan, and Colorado.
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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CA
04/15/2024 - Present
Eagle Strategies LLC (SAN DIEGO CA)
BOTH
Issued 4/8/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/2/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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