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Alberto Quiroz mota

Eagle Strategies LLC

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About Alberto Quiroz mota

Alberto Quiroz Mota is an investment advisor representative with Eagle Strategies LLC. Alberto is based in NEW YORK, NY and has been working in the financial services industry since 2009. Prior to joining Eagle Strategies LLC, Alberto worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Alberto has a Series 7, Series 63 and Series 66 licenses. Alberto's firm, Eagle Strategies LLC, provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

Firm Information

Alberto Quiroz mota is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

420 LEXINGTON AVENUE

NEW YORK, NY 10170

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alberto Quiroz mota’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 2/9/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/3/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alberto Quiroz mota.
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