Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca Helen Obrien is an active investment advisor representative with Eagle Strategies LLC. Bianca is registered with FINRA and has been in the financial industry since 1991. Bianca has a strong record of success in helping clients achieve their financial goals. Bianca holds Series 7, Series 24, Series 63, and Series 66 licenses. Bianca is also a member of the New Hyde Park Chamber of Commerce and the American College Alumni Council. Eagle Strategies LLC is a registered investment advisor headquartered in New York City. The firm provides a wide range of financial services to individuals, corporations, and institutions, including financial planning, portfolio management, and investment advisory services. The firm has over 10,000 clients and manages more than $20 billion in assets.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (Uniondale NY)
NJ
12/20/1993 - 03/26/1997
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NA
05/13/1996 - 12/12/1996
EAGLE STRATEGIES CORP
BOTH
Issued 3/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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