Unclaimed
Alexander Yurovitsky is a financial advisor with Eagle Strategies LLC. Alexander has been working in the financial industry since 2004. Alexander is registered with the state of Ohio as an investment advisor representative. Alexander is also registered as a broker with the state of Texas. Alexander has passed the Series 6, 7, 63, and 66 exams. Alexander is a licensed insurance agent with Precision Financial Solutions, an independent firm with New York Life Insurance Company. Alexander is a specialist in retirement planning, college savings plans, and insurance planning. Alexander is committed to providing personalized financial advice to help individuals 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
OH
08/10/2021 - Present
Eagle Strategies LLC (LYNDHURST OH)
BOTH
Issued 04/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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