Unclaimed
Cyrielle Cecil Rivera is a registered investment advisor representative and broker-dealer. Cyrielle is currently registered with Eagle Strategies LLC. Cyrielle has been working in the financial industry since April 2014. Cyrielle specializes in offering financial planning services to individuals, corporations, charitable organizations, and high net worth individuals. Cyrielle is also registered to offer investment advisory services to individuals and corporations.
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
01/25/2022 - Present
Eagle Strategies LLC (New York NY)
IA
Issued 01/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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