Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Rodrigues Paula is an investment advisor representative with Eagle Strategies LLC and has been in the industry for over 20 years. Albert has a wide range of experience in financial planning, pension consulting, and portfolio management for individuals. Albert is registered in 21 states and holds several licenses, including Series 6, 7, 63, and 66. Albert's firm, Eagle Strategies LLC, provides financial planning and investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Albert 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.
1
2
CA
11/28/2016 - Present
Eagle Strategies LLC (Lodi CA)
BOTH
Issued 1/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Albert Paula is the right advisor for you? Invested Better is here to help.
