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Eliseo Fuentes

Eagle Strategies LLC

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About Eliseo Fuentes

Eliseo Fuentes is a financial advisor with Eagle Strategies LLC based in Leominster, MA. Eliseo is licensed as an Investment Advisor Representative (IAR) and has been in the financial industry since February 2024. Eliseo specializes in financial planning and portfolio management for both individuals and businesses. Eliseo is also a Registered Representative with NYLife Securities LLC. Eliseo is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Eliseo Fuentes is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

BRIGHT FUTURE FINANCIAL LLC

LEOMINSTER, MA 01453

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eliseo Fuentes’s Registration & Firm History

MA

06/18/2024 - Present

Eagle Strategies LLC (LEOMINSTER MA)

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Licenses & Designations

IA

Issued 6/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eliseo Fuentes. Review regulatory record here.
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