Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Magbitang is a financial professional with over 7 years of experience in the industry. Jaclyn is currently registered with Eagle Strategies LLC, a firm that provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Jaclyn has a Series 63, Series 26, SIE, and Series 6 license. Jaclyn is also a Chartered Financial Consultant. Jaclyn's experience and credentials make her well-qualified to provide financial advice to individuals, families, and businesses.
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
09/07/2022 - Present
Eagle Strategies LLC (SAN MATEO CA)
BC
Issued 6/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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