Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Arias is an investment advisor representative with Eagle Strategies LLC. Frances has been in the industry since September 20, 2012 and is registered with the state of Virginia and Maryland. Frances is also a Registered Investment Advisor (RIA) with the state of Virginia and Maryland. Frances holds Series 6, Series 63 and Series 26 licenses. Frances is a Chartered Financial Consultant. Frances offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Frances also specializes in working with high net worth individuals, individuals other than high net worth, charitable organizations and corporations or other businesses.
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
VA
10/13/2022 - Present
Eagle Strategies LLC (VIENNA VA)
BC
Issued 11/7/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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