Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurcharan? Claim Your ProfileGurcharan Soni is a registered investment advisor and broker-dealer with over 28 years of experience in the financial services industry. Gurcharan has a long history of working with both individuals and businesses, providing comprehensive financial planning and investment management services. Gurcharan is currently affiliated with Eagle Strategies LLC, a firm with a strong track record of providing personalized financial solutions to its clients. Gurcharan is committed to helping individuals and businesses achieve their financial goals through tailored investment strategies and financial planning advice.
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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CA
03/08/1999 - Present
Eagle Strategies LLC (GRANADA HILLS CA)
CA
01/01/1995 - 03/12/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
11/16/1994 - 01/10/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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