Unclaimed
Dino Arfanis is an investment advisor representative with Eagle Strategies LLC. Dino has been in the securities industry since 2001 and has been registered with the state of New Jersey since 2013 and New York since 2021. Dino's previous employers include NYLIFE SECURITIES INC. and J.P. TURNER & COMPANY, L.L.C.
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.
1
2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
04/12/2001 - 06/29/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
GA
06/20/2000 - 12/06/2000
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 6/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/3/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/21/2009
Series 4 - Registered Options Principal Examination
BC
Issued 7/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 6/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dino Arfanis is the right advisor for you? Invested Better is here to help.