Unclaimed
Gregory Paul Vasilakos is an Investment Advisor Representative with Eagle Strategies LLC. Gregory has been in the industry since May 2018, specializing in various investment strategies and services. Gregory is registered with the state of New Jersey and New York. Gregory is a graduate of the University of Connecticut and holds the Series 66, Series 7 and SIE licenses. Gregory is committed to providing personalized financial advice to individuals, high-net-worth individuals, businesses, and charitable organizations.
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 YORK NY)
BOTH
Issued 1/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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