Unclaimed
Edwin A Padilla is a financial professional with over 13 years of experience in the financial industry. Edwin A Padilla is a Registered Representative of Eagle Strategies LLC. Edwin A Padilla has a broad range of experience, including municipal securities and options. Edwin A Padilla previously worked at Barclays Capital Inc. and Pershing Advisor Solutions LLC. Edwin A Padilla is committed to providing personalized financial advice to help clients reach their financial goals.
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 (WHITE PLAINS NY)
NY
03/24/2014 - 07/14/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
FL
04/28/2010 - 12/02/2013
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
BOTH
Issued 6/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 9/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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