Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Kwon-kapadia is a financial advisor with Eagle Strategies LLC in WHITE PLAINS, NY. Jessica holds licenses in New Jersey and New York and has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Jessica has been in the industry since 2011 and has passed the Series 6, Series 63, Series 66, Series 7, and SIE exams. Before joining Eagle Strategies, Jessica worked with NYLIFE Securities LLC.
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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NY
04/22/2024 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NJ
02/07/2011 - 09/25/2012
NYLIFE SECURITIES LLC (FORT LEE NJ)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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