Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dino? Claim Your ProfileDino Arfanis is a registered representative with Eagle Strategies LLC. Dino has been working in the financial services industry since 2001. Dino holds a Series 66, Series 63, Series 53, Series 4, Series 24, Series 99TO, Series 57TO, SIE, Series 55, and Series 7 license. Dino has a proven track record of success in helping clients achieve their financial goals. Dino's specialization is in the area of investment management, financial planning, and pension consulting. Dino works with a wide range of clients, including individuals, families, businesses, and institutions.
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
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 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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