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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Angel Tenorio is a financial advisor with over 8 years of experience in the financial services industry. Jeffrey is currently registered as a Registered Representative (RR) with Eagle Strategies LLC, a broker-dealer, and as an Investment Adviser Representative (IAR) with Eagle Strategies LLC, an investment advisor. Jeffrey has worked at other firms in the past, including Oppenheimer Funds Distributor, Inc., Carey Financial, LLC, NYLIFE Distributors LLC and NYLIFE Securities LLC. Jeffrey has a wide range of experience in financial services, and is currently registered in 51 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor. Jeffrey has passed the Series 7, Series 63, and Series 65 examinations, as well as the Securities Industry Essentials (SIE) examination. Jeffrey holds a variety of specializations including financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/02/2014 - 06/15/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
12/12/2011 - 09/10/2013
CAREY FINANCIAL, LLC (NEW YORK NY)
NY
06/07/2011 - 12/05/2011
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
01/12/2011 - 05/20/2011
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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