Unclaimed
Fuat Bagsever is an investment advisor representative with Eagle Strategies LLC and is licensed in New Jersey and New York. Fuat has been in the securities industry since July 23, 2010, and has held positions with NYLIFE SECURITIES LLC, NEW YORK LIFE INS. COMPANY, EAGLE STRATEGIES LLC, PRESTIGE WEALTH STRATEGIES and T&B WEALTH STRATEGIES. Fuat has also passed the Series 6, 7, 63 and 66 exams. Eagle Strategies LLC has a total of 95,287 client accounts and 20,357,746,578 in regulatory assets under management.
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
08/03/2021 - Present
Eagle Strategies LLC (NEW WINDSOR NY)
BOTH
Issued 5/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 7/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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