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 an active investment advisor representative with Eagle Strategies LLC. Frank has over 30 years of experience in the financial services industry, having worked with a number of firms including NYLIFE Securities Inc. and Franklin/Templeton Distributors, Inc. Frank is registered with FINRA and the State of Florida and is licensed to provide investment advisory services in Alabama, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, Mississippi, North Carolina, Ohio, South Carolina, Tennessee, Vermont, and Virginia. Frank holds a Series 6, 7, 24, 63, and 65 licenses.
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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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 8/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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