Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitriy? Claim Your ProfileDmitriy Khalilov is an investment advisor representative with Eagle Strategies LLC, registered in New Jersey and New York. Dmitriy has been in the securities industry since 2004 and holds Series 6, 7TO and 63 licenses. Dmitriy also offers insurance products outside of his role at Eagle Strategies LLC. Dmitriy is a licensed agent in Minnesota, New Jersey, New York and Vermont.
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
10/22/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
BC
Issued 8/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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