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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Kestenberg is a registered representative and investment advisor representative with Eagle Strategies LLC. Felicia has over 20 years of experience in the financial services industry. She holds the Series 7, Series 6, Series 63 and Series 65 licenses. Felicia specializes in financial planning, portfolio management, and pension consulting. She provides financial advice to individuals, families, and businesses. Felicia is committed to providing her clients with personalized service and helping them 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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
12/01/2003 - 04/26/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NJ
08/05/2003 - 12/02/2003
MILLENNIUM BROKERAGE, L.L.C. (CHATHAM NJ)
NY
08/15/2001 - 06/06/2002
WORLDCO, L.L.C. (NEW YORK NY)
IA
Issued 08/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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