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Dina Antonette Hartnett

Eagle Strategies LLC

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About Dina Antonette Hartnett

Dina Antonette Hartnett is a financial professional who has been in the industry since 2011. Dina is a Registered Representative of Eagle Strategies LLC and has a Series 6, 7 and 63 license. Dina is also a Registered Investment Advisor (IA) in Pennsylvania, New Jersey, and Texas. Dina is associated with Eagle Strategies LLC's Philadelphia, PA office. Dina has a professional designation as a Chartered Financial Consultant. Dina's background includes experience with New York Life Insurance Company and NYLife Securities LLC. Dina offers financial planning and investment advice. Dina's specializations include 401k, 529, college savings, retirement plans, investment management, and estate planning.

Firm Information

Dina Hartnett is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1113 ADMIRAL PEARY WAY

PHILADELPHIA, PA 19112

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dina Hartnett’s Registration & Firm History

PA

05/03/2017 - Present

Eagle Strategies LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 12/5/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 5/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dina Antonette Hartnett.
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