Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Pascu is a financial advisor with Eagle Strategies LLC based in Phoenix, Arizona. Charles has been in the financial industry since April 1995 and specializes in providing financial planning, investment advisory, and portfolio management services. Charles has held several previous positions at other firms including AXA Advisors, LLC, NYLIFE Securities LLC, Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc. Charles is a CERTIFIED FINANCIAL PLANNER™ professional, and is registered with the state of Arizona as an investment advisor representative.
PHOENIX, AZ
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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AZ
12/02/2013 - Present
Eagle Strategies LLC (PHOENIX AZ)
AZ
11/16/2011 - 10/01/2013
AXA ADVISORS, LLC (SCOTTSDALE AZ)
AZ
05/20/2004 - 11/22/2011
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
NY
05/20/2003 - 04/28/2004
AXA ADVISORS, LLC (NEW YORK NY)
FL
03/26/2003 - 04/25/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
12/07/1995 - 04/03/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
06/10/1994 - 04/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 3/5/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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