Unclaimed
Christopher Tucciariello is an investment advisor representative with Eagle Strategies LLC. Christopher has been in the industry since 2002 and holds a Series 6, 7, 63 and 65 license. Christopher is registered with the state of New Jersey and New York. Christopher works with high net worth individuals, individuals other than high net worth, charitable organizations, and corporations or other businesses. Christopher provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Christopher's firm, Eagle Strategies LLC, is headquartered in New York, NY.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW WINDSOR NY)
IA
Issued 05/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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