Unclaimed
Edward Babula is a financial advisor with over 20 years of experience in the financial services industry. Edward currently works at Eagle Strategies LLC, a firm with a strong focus on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Previously, Edward worked at NYLIFE DISTRIBUTORS LLC and Prudential Investment Management Services LLC. Edward holds the Series 6, 7, 63, and 66 licenses and the Securities Industry Essentials (SIE) designation. Edward has a broad range of expertise in the financial industry, including individual and business financial planning, retirement planning, investment management, and estate planning.
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
01/05/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
12/15/2004 - 10/26/2006
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
03/02/1999 - 11/01/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
06/01/1998 - 12/18/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/12/1997 - 06/12/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
04/30/1996 - 08/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 1/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/6/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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