Unclaimed
Gregory Rivine is a financial professional with over 15 years of experience in the financial services industry. Gregory has a strong background in providing financial planning and investment advice to a diverse clientele, including individuals, families, and businesses. Gregory is currently registered with Eagle Strategies LLC, a Registered Investment Advisor firm with offices in Houston, Texas. Gregory's dedication to client satisfaction is evident in his commitment to providing personalized financial solutions tailored to each client's unique needs and objectives.
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
TX
05/19/2016 - Present
Eagle Strategies LLC (HOUSTON TX)
NY
01/05/2007 - 11/04/2015
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
NY
10/26/2006 - 10/26/2006
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
06/19/2002 - 09/06/2002
BROADWAY TRADING, LLC (NEW YORK NY)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
Not sure Gregory Rivine is the right advisor for you? Invested Better is here to help.