Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Susan Porado is a registered investment advisor representative with Eagle Strategies LLC. Amy has been in the financial services industry since 2019 and holds the Series 65, Series 63, and Series 7TO licenses. Amy is a licensed insurance broker. Amy is based out of Oakmont, Pennsylvania.
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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2
PA
01/03/2024 - Present
Eagle Strategies LLC (OAKMONT PA)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/5/2022
Series 7TO - General Securities Representative Examination
BC
Issued 5/4/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 4/4/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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