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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hadi? Claim Your ProfileHadi Ahmadi aval is a financial advisor with Eagle Strategies LLC. Hadi has been in the financial industry since July 2018. Hadi is registered in 17 states for both Broker-Dealer and Investment Advisor activities, and has licenses in Series 6, 7, 63, and 65. Hadi is a Certified Financial Planner. The advisor focuses on working with individuals, high net worth individuals, and corporations and other businesses. The advisor works with a variety of clients to provide financial planning and portfolio management. The advisor also provides educational seminars and helps clients select other advisors. The firm employs approximately 1,534 licensed agents, 1,878 investment advisor representatives, 1,998 registered representatives, 1,982 investment advisory functions, and 8 adviser representatives for other investment advisers.
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
09/01/2022 - Present
Eagle Strategies LLC (SAN JOSE CA)
IA
Issued 7/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/15/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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