Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Citlalli? Claim Your ProfileCitlalli Hernandez Rojas is a financial advisor with Eagle Strategies LLC. Citlalli has been a registered representative since 2009, and an investment advisor representative since 2018. Citlalli is a board member of the Greater Riverside Chambers of Commerce. Citlalli focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Eagle Strategies LLC offers a variety of services, including financial planning, investment management, and educational seminars. The firm is a registered investment advisor with the SEC and has offices in New York and Riverside.
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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CA
04/10/2018 - Present
Eagle Strategies LLC (RIVERSIDE CA)
IA
Issued 2/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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