Unclaimed
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 investment advisor representative with Eagle Strategies LLC. Felicia Kestenberg has been in the securities industry since February 20, 2011. Felicia Kestenberg holds the Series 6, Series 7, Series 63 and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Felicia Kestenberg is also a registered insurance broker and a New York Life Insurance Company representative. Felicia Kestenberg is currently registered with the state of New York and 10 other states. Felicia Kestenberg has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Felicia Kestenberg specializes in financial planning, portfolio management, and investment advisory services.
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.
1
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 8/6/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Felicia Kestenberg is the right advisor for you? Invested Better is here to help.
