Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inezjustine? Claim Your ProfileInezjustine Refugio Aznar is a financial advisor with Eagle Strategies LLC, based in New York, NY. Inezjustine has been in the industry since 2011, holding registrations with FINRA and several states. Inezjustine specializes in providing financial planning, portfolio management for individuals, and pension consulting. Inezjustine is also registered as an Investment Advisor Representative in New York. Inezjustine's past experience includes positions with Santander Securities LLC, J.P. Morgan Securities LLC, Capital One Investing, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Inezjustine has passed the Series 66, Series 7 and SIE exams. Inezjustine also holds several designations. Inezjustine has been featured as an expert in publications and has spoken at 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.
1
2
NY
11/09/2022 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
09/14/2021 - 08/17/2022
SANTANDER SECURITIES LLC (Long Island City NY)
NY
03/08/2018 - 09/04/2021
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
06/17/2015 - 03/07/2018
CAPITAL ONE INVESTING, LLC (BROOKLYN NY)
CA
05/15/2014 - 06/23/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
09/13/2011 - 05/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/10/2011 - 08/15/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
BOTH
Issued 4/7/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Inezjustine Aznar is the right advisor for you? Invested Better is here to help.
