Unclaimed
Loredana Denardo has been in the financial industry since 1999 and has a broad range of experience working with individuals, corporations and charitable organizations. Loredana currently works at Eagle Strategies LLC in White Plains, NY. Loredana previously worked at Morgan Stanley, NYLIFE Securities LLC, and Essex National Securities, Inc. Loredana holds a Series 7, Series 24, Series 52TO, Series 53, Series 63, and Series 66 license. Loredana is also a registered investment advisor in the state of New York.
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
NY
04/12/2021 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NY
07/17/2015 - 03/18/2020
MORGAN STANLEY (PURCHASE NY)
NY
06/17/2005 - 06/04/2015
NYLIFE SECURITIES LLC (SLEEPY HOLLOW NY)
NY
05/11/1999 - 04/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
02/03/1998 - 05/05/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 01/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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