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Christine Cabras is an investment advisor representative with Eagle Strategies LLC, an investment advisory firm based in New York City. Christine has been in the securities industry for over 8 years and has passed the Series 63, Series 65, Series 7TO and the SIE examinations. Christine is licensed in California and Texas and currently holds a Series 65 registration for the state of California. Christine has been a registered representative for Eagle Strategies LLC since 2024. Christine offers a variety of investment advisory services, including financial planning, portfolio management, and pension consulting. Christine has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors.
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
CA
06/18/2024 - Present
Eagle Strategies LLC (BERKELEY CA)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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