Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imran? Claim Your ProfileImran Ahmed is an active Registered Investment Advisor with Eagle Strategies LLC. Imran has been in the industry since 1994 and has held positions with NYLIFE Securities LLC, NEW YORK LIFE INS CO and Eagle Strategies LLC. Imran's professional designations include Series 6, 7, 24, 63 and 66. Imran has a current active Series 66 registration with the State of California, Series 63 registration with the State of California and Series 6 registration with the State of California. Imran is also a licensed insurance broker. Imran Ahmed and the firm specialize in providing financial planning, pension consulting, portfolio management for individuals, publication of periodicals and selection of other advisors services.
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.
1
2
CA
05/05/2022 - Present
Eagle Strategies LLC (IRVINE CA)
BOTH
Issued 6/1/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/9/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 5/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Imran Ahmed is the right advisor for you? Invested Better is here to help.
