Unclaimed
Alvin R. Barnett is a registered investment advisor representative with Eagle Strategies LLC. Alvin has been in the securities industry since 2015. Alvin holds a Series 63, Series 65, Series 7, and Series 24 licenses. Alvin's professional experience includes time with NYLIFE Securities LLC and New York Life Insurance Company. Alvin specializes in providing financial planning, pension consulting, educational seminars, and publication of periodicals. Alvin's clients include high-net-worth individuals, corporations, and other businesses, as well as charitable organizations.
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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CA
02/24/2020 - Present
Eagle Strategies LLC (SAN JOSE CA)
IA
Issued 2/7/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/9/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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