Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasmita? Claim Your ProfileJasmita Patel is a registered representative with Eagle Strategies LLC. Jasmita has been in the securities industry since January 2008 and has been with Eagle Strategies LLC since April 2014. Jasmita holds the Series 6, 7, 63 and 66 securities licenses. Jasmita is licensed in 13 states and has 11 approved state registrations, including California, Texas, Arizona, Illinois, Kansas, Nevada, Oregon, Pennsylvania, South Dakota, Virginia, and Washington. Jasmita is also licensed to provide investment advisory services in California and Texas. Jasmita specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for 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
01/20/2017 - Present
Eagle Strategies LLC (TUSTIN CA)
BOTH
Issued 03/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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