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Alexis Zeleznik stecker Ablezer

Eagle Strategies LLC

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About Alexis Zeleznik stecker Ablezer

Alexis Ablezer is a financial advisor with Eagle Strategies LLC. Alexis has been in the financial industry since 2010 and holds the Series 7, Series 66 and SIE licenses. Before joining Eagle Strategies LLC, Alexis worked at NYLIFE DISTRIBUTORS LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexis specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Alexis provides financial services to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses.

Firm Information

Alexis Ablezer 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

44 South Broadway

White Plains, NY 10601

$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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Alexis Ablezer’s Registration & Firm History

NY

05/08/2020 - Present

Eagle Strategies LLC (White Plains NY)

NY

04/26/2016 - 10/24/2022

NYLIFE DISTRIBUTORS LLC (White Plains NY)

NY

09/15/2010 - 03/10/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexis Zeleznik stecker Ablezer.
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