Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ehab? Claim Your ProfileEhab Abdalla is an Investment Advisor Representative with Eagle Strategies LLC, a firm with offices in New York City and Sunrise, Florida. Ehab has been in the financial services industry since 2009, and has experience at a number of firms including TD Ameritrade, Inc., Raymond James Financial Services, Inc., and Merrill Lynch. Ehab is a Certified Financial Planner and specializes in retirement planning, financial planning, and portfolio management for individuals.
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
FL
01/02/2020 - Present
Eagle Strategies LLC (SUNRISE FL)
FL
03/28/2018 - 02/20/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
06/12/2015 - 01/18/2018
TD AMERITRADE, INC. (WEST PALM BEACH FL)
FL
11/03/2014 - 05/05/2015
ALLSTATE FINANCIAL SERVICES, LLC (LAKE MARY FL)
FL
03/29/2011 - 10/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NJ
07/21/2010 - 03/02/2011
PNC INVESTMENTS (NORTH BRUNSWICK NJ)
NJ
05/02/2009 - 04/16/2010
CHASE INVESTMENT SERVICES CORP. (LAKEWOOD NJ)
NJ
09/18/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (LAKEWOOD NJ)
IA
Issued 3/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/6/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ehab Abdalla is the right advisor for you? Invested Better is here to help.
