Unclaimed
Gregory Rivine is a financial advisor at Eagle Strategies LLC, a firm with over 20 billion dollars in assets under management. Gregory has been in the industry since 2006 and is registered with the state of Texas. Gregory has a background in insurance, investment banking, and financial planning and specializes in working with individuals and high-net-worth clients.
HOUSTON, TX
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
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 10/8/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/8/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 7/17/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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