Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ekta? Claim Your ProfileEkta Parekh is an investment advisor representative with Eagle Strategies LLC. Ekta Parekh has been active in the financial industry since 2021 and has registrations in Illinois, New Jersey and North Carolina. Ekta Parekh holds the Series 7TO, SIE and Series 66 licenses and works with individuals, high-net-worth individuals, charitable organizations and corporations or other 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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2
NJ
02/27/2023 - Present
Eagle Strategies LLC (EDISON NJ)
NJ
02/12/2021 - 12/31/2022
MML INVESTORS SERVICES, LLC (Warren NJ)
BOTH
Issued 6/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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