Unclaimed
Alberto Quiroz Mota is a registered investment advisor representative with Eagle Strategies LLC based in New York, NY. Alberto holds Series 7, Series 63, and Series 66 licenses. Alberto has been in the industry since 2009 and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and NYLIFE Securities LLC. Eagle Strategies LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations.
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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2
NY
02/12/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
10/01/2012 - 06/23/2015
J.P. MORGAN SECURITIES LLC (BRONX NY)
NY
11/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NY
03/04/2009 - 05/27/2009
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 02/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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