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 an investment advisor representative with Eagle Strategies LLC. Gurcharan has been working in the financial services industry since November 21, 1994. Gurcharan is registered with the state of California and holds Series 63, Series 65, Series 7, Series 6TO and SIE licenses. Gurcharan is also a licensed insurance agent. Gurcharan provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. Gurcharan's current firm, Eagle Strategies LLC, has offices in New York, NY and Granada Hills, CA.
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
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 1/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/6/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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