Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Figueiredo is a financial advisor registered with Eagle Strategies LLC. Diana has been in the financial services industry since May 13, 2015. Diana holds Series 63, 65, 7 and SIE licenses and has worked for both LPL Financial LLC and New York Life Insurance, Co..
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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MA
09/12/2018 - Present
Eagle Strategies LLC (BRIDGEWATER MA)
MA
05/04/2015 - 09/08/2016
LPL FINANCIAL LLC (MATTAPOISETT MA)
IA
Issued 4/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/2/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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