Unclaimed
Aridaman Shah Singh is an investment advisor representative with Eagle Strategies LLC, a firm with over 95,000 clients and over $20 billion in assets under management. Aridaman has been in the industry since 2016 and holds the Series 65 and 63 licenses as well as the Series 6TO and SIE. Aridaman focuses on financial planning, portfolio management, and pension consulting. Aridaman also offers educational seminars and publications. Aridaman's experience and qualifications make them a valuable resource for individuals and businesses seeking investment advice.
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.
1
2
CA
08/23/2024 - Present
Eagle Strategies LLC (Anaheim CA)
IA
Issued 6/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Aridaman Singh is the right advisor for you? Invested Better is here to help.