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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander D'agostino is an Investment Advisor Representative with Eagle Strategies LLC. Alexander has over 15 years of experience in the financial services industry. Alexander is a Registered Representative and Investment Advisor Representative in Washington and holds licenses for Series 6, 7, 24, 63, and 66. Alexander has also obtained the Securities Industry Essentials (SIE) designation. Alexander specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and individuals other than high-net-worth. The firm provides a variety of financial planning services, including portfolio management, retirement planning, and college savings plans.
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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WA
05/05/2023 - Present
Eagle Strategies LLC (BELLEVUE WA)
BOTH
Issued 3/2/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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