Unclaimed
Kirsten Ambrosio is a Registered Representative of Eagle Strategies LLC and has been active in the financial services industry for over seven years. Kirsten has a diverse background, having worked for organizations such as Gap, Inc. and Fischler Hockey before entering the financial services industry. Kirsten holds the Series 6, Series 7TO, and Series 66 licenses. Kirsten is a highly qualified and experienced financial advisor, able to provide services including financial planning, pension consulting, and portfolio management.
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
04/04/2023 - Present
Eagle Strategies LLC (New York NY)
NJ
09/26/2016 - 11/07/2022
NYLIFE DISTRIBUTORS LLC (Jersey City NJ)
BOTH
Issued 3/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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