Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dom? Claim Your ProfileDom Rodriguez is a financial professional with Eagle Strategies LLC. Dom is registered with FINRA and has over 10 years of experience in the financial services industry. Dom is a Series 7, Series 63 and Series 66 licensed financial professional and is also registered as an Investment Advisor Representative in the state of New York. Dom provides financial advice to individuals, families, and businesses. Dom specializes in financial planning, investment management, and retirement planning. Dom is committed to providing personalized financial advice to help clients achieve their financial goals. Dom is also a licensed insurance broker and provides insurance products to individuals, families and businesses.
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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NY
01/30/2023 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
BOTH
Issued 1/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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