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 a financial advisor with Eagle Strategies LLC. Ehab has been in the financial industry since 2009. Ehab holds Series 6, 7, 63 and 65 securities licenses as well as the SIE. Ehab has worked at a variety of financial institutions including Merrill Lynch, Raymond James Financial Services, Inc., and TD Ameritrade. Ehab also teaches a retirement planning course at Florida Atlantic University. Ehab is a Certified Financial Planner and is committed to helping 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.
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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 03/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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