Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dinesh? Claim Your ProfileDinesh O Saxena is a financial advisor at Eagle Strategies LLC. Dinesh has been in the industry since 1990 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Dinesh specializes in financial planning, pension consulting, and portfolio management. Prior to joining Eagle Strategies LLC, Dinesh worked at PRUCO SECURITIES, LLC., SIGNATOR INVESTORS, INC., MONY SECURITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and NYLIFE SECURITIES INC.
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
IL
02/28/2023 - Present
Eagle Strategies LLC (DOWNERS GROVE IL)
OH
12/01/2008 - 10/12/2012
PRUCO SECURITIES, LLC. (COLUMBUS OH)
NY
03/01/2005 - 11/05/2008
SIGNATOR INVESTORS, INC. (WESTBURY NY)
NY
11/14/1997 - 03/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/01/1993 - 12/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1993 - 12/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/25/1990 - 10/21/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 8/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/5/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/2/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 8/8/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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