Unclaimed
Ambika Bablani is an active investment advisor representative registered with Eagle Strategies LLC. Ambika has been in the industry since May 2020, and currently holds registrations in Texas and Virginia. Ambika has passed the Series 66, Series 7TO and the SIE exams. Ambika works at the Vienna, VA branch office of Eagle Strategies LLC.
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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VA
09/19/2024 - Present
Eagle Strategies LLC (VIENNA VA)
BOTH
Issued 02/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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