Unclaimed
Frank Avila is a financial advisor with Eagle Strategies LLC. Frank has been in the industry since 2013. Frank has passed the Series 6, 7, 63, and 66 exams. Frank specializes in investment advisory services and financial planning. Frank has held past advisory roles with Edward Jones, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Frank also works as an insurance broker and holds appointments with multiple insurance carriers.
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
CA
06/29/2021 - Present
Eagle Strategies LLC (ELK GROVE CA)
CA
03/14/2018 - 12/13/2019
EDWARD JONES (WOODLAND CA)
CA
06/28/2013 - 03/12/2018
WELLS FARGO CLEARING SERVICES, LLC (DAVIS CA)
BOTH
Issued 6/7/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 6/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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