Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Rory Babbitt is a registered investment advisor representative with Eagle Strategies LLC, with over 14 years of experience in the financial services industry. Alan has held previous positions with PRUCO Securities, LLC, and New York Life Insurance Company. Alan has a strong track record of providing financial planning and investment management services to individuals, corporations and charitable organizations. Alan is committed to providing personalized and comprehensive financial advice to help 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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NJ
01/17/2017 - Present
Eagle Strategies LLC (EDISON NJ)
NJ
01/23/2012 - 08/01/2016
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
BC
Issued 12/5/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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