Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Amelia Furman is a financial advisor with over 7 years of experience in the financial industry. She is a registered representative and investment advisor representative with Eagle Strategies LLC, a firm based in New York City. Erin has a strong understanding of the financial markets and a commitment to providing personalized financial advice to her clients. She is a highly experienced advisor in providing financial advice and portfolio management services to individuals, families, and businesses. Erin Furman has a proven track record of success in helping her clients achieve 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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CA
08/01/2018 - Present
Eagle Strategies LLC (GLENDALE CA)
PA
12/14/2016 - 10/30/2017
NYLIFE SECURITIES LLC (WAYNE PA)
BOTH
Issued 7/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/9/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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