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Arvind Saxena

Eagle Strategies LLC

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About Arvind Saxena

Arvind Saxena is a registered investment advisor representative with Eagle Strategies LLC. Arvind has been in the securities industry since March 18, 2022. Arvind has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Arvind holds registrations in California and New Jersey. Arvind is registered as an Investment Advisor Representative in California. Arvind is currently licensed with Eagle Strategies LLC, and has previous experience with NYLIFE SECURITIES LLC., New York Life Insurance Company, and Arvind Saxena Inc.. Arvind specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors.

Firm Information

Arvind Saxena is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Arvind Saxena’s Registration & Firm History

CA

02/23/2024 - Present

Eagle Strategies LLC (FREMONT CA)

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Licenses & Designations

BOTH

Issued 02/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Arvind Saxena. Review regulatory record here.
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