Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Albornoz is an investment advisor representative with Eagle Strategies LLC. Jose has been active in the securities industry since August 12, 2015. Prior to joining Eagle Strategies LLC, Jose worked at NYLIFE DISTRIBUTORS LLC. Jose is registered with the Financial Industry Regulatory Authority (FINRA) and is Series 6, 7TO, 63 and 65 licensed. Jose also holds the Securities Industry Essentials Examination (SIE) certification. Jose's current firm offers a variety of services to individual and institutional clients, including financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors.
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
OH
09/22/2022 - Present
Eagle Strategies LLC (LAKEWOOD OH)
OH
07/06/2015 - 03/15/2021
NYLIFE DISTRIBUTORS LLC (Cleveland OH)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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