Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Lavalla is a registered investment advisor representative with Eagle Strategies LLC. Frank has been in the industry since 1993 and has held prior positions with NYLIFE SECURITIES INC. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Frank holds Series 6, 7, 24 and 63 licenses and has passed the SIE and Series 65 exams. Frank specializes in providing financial planning services to individuals and 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
NY
10/01/2009 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
01/07/2000 - 04/20/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
08/09/1995 - 03/24/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
KS
09/11/1992 - 08/11/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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