Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Zubiate is an investment advisor representative at Eagle Strategies LLC. Javier has been in the industry since January 3, 2019, and has experience in providing financial planning services to individuals and corporations. Javier has a strong background in the financial services industry, holding licenses in securities and investment advisory. Javier has the Series 63, 66, 7, 9 and 10 licenses. Javier is registered to provide investment advisory services in Texas and is also licensed in California, Florida, Illinois, and New Mexico. Javier is dedicated to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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
TX
03/24/2020 - Present
Eagle Strategies LLC (EL PASO TX)
TX
10/12/2018 - 10/09/2019
CHARLES SCHWAB & CO., INC. (El Paso TX)
BOTH
Issued 3/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/1/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/8/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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