Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Hogan is a registered investment advisor representative with Eagle Strategies LLC. Elena has over 25 years of experience in the financial services industry. Elena is also registered as an investment advisor representative in Massachusetts. Elena specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Elena has also been involved in a variety of other business activities, including healthcare.
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
MA
05/01/2024 - Present
Eagle Strategies LLC (DANVERS MA)
MA
06/29/1994 - 06/21/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/06/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 04/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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