Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwendolen? Claim Your ProfileGwendolen Blair is a financial professional with over 20 years of experience in the industry. Gwendolen has held positions with several firms, including NYLIFE SECURITIES INC., NEW YORK LIFE INSURANCE CO and most recently, Eagle Strategies LLC. Currently, Gwendolen is registered with Eagle Strategies LLC as an Investment Advisor Representative in Arkansas and Texas. Gwendolen's areas of expertise include financial planning, portfolio management for individuals, and providing educational seminars.
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
AR
06/05/2024 - Present
Eagle Strategies LLC (LITTLE ROCK AR)
NY
04/03/2002 - 05/19/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/7/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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