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Alfredo Guerrero

Eagle Strategies LLC

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About Alfredo Guerrero

Alfredo Guerrero is an investment advisor representative registered with Eagle Strategies LLC. Alfredo Guerrero has a combined 7 years of experience in the financial industry. Alfredo Guerrero has been registered with the state of Texas since 2016, where he is registered as an investment advisor representative and a broker dealer. Alfredo Guerrero's areas of specialization include investment management for individuals, financial planning, selection of other advisors, and educational seminars.

Firm Information

Alfredo Guerrero 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

303 N. OREGON STREET

EL PASO, TX 79901

$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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Alfredo Guerrero’s Registration & Firm History

TX

05/20/2024 - Present

Eagle Strategies LLC (EL PASO TX)

TX

07/27/2016 - 05/26/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)

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Licenses & Designations

IA

Issued 11/3/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/24/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfredo Guerrero.
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