Unclaimed
Daniel Hankinson is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Daniel has been in the financial services industry since 2008. Daniel has a wide range of experience in the financial services industry, including experience with Bear, Stearns & Co. Inc. Prior to joining Eagle Strategies LLC, Daniel worked for NYLIFE Securities, LLC, New York Life Insurance Company and CPH Consulting Group. Daniel is also a licensed insurance broker with Northeast Planning Group. Daniel has a strong commitment to providing his clients with the highest quality financial advice and services.
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
NJ
11/22/2023 - Present
Eagle Strategies LLC (SADDLE BROOK NJ)
NY
02/18/2008 - 06/11/2008
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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