Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Morra is a financial professional with over 20 years of experience in the financial services industry. He is a registered investment advisor with Eagle Strategies LLC and has a strong track record of helping individuals and families achieve their financial goals. Gerard has experience in a wide range of investment strategies, including portfolio management, financial planning, and retirement planning. He is committed to providing his clients with personalized advice and tailored solutions that meet their unique needs. Gerard is also a Registered Representative of National Securities Corporation and has previously worked with Prime Capital Services, Inc., and AXA Advisors, LLC. He holds multiple securities licenses, including Series 7, Series 66, and Series 24. He is a dedicated professional who is committed to providing his clients with the highest level of service and expertise.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW WINDSOR NY)
NY
10/28/2013 - 09/11/2015
NATIONAL SECURITIES CORPORATION (POUGHKEEPSIE NY)
NY
01/16/2008 - 01/03/2014
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
08/21/2002 - 01/14/2008
AXA ADVISORS, LLC (POUGHKEEPSIE NY)
BOTH
Issued 9/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerard Morra is the right advisor for you? Invested Better is here to help.
