Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Emanuele Margro is an Investment Advisor Representative at Eagle Strategies LLC. Louis has been in the industry since 1997 and has a strong track record of helping individuals and families achieve their financial goals. Louis is a Chartered Financial Consultant and holds the Series 6, 7, 63, and SIE licenses. Louis is also registered in California, Florida, New Jersey, New York, and Ohio.
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
05/08/2023 - Present
Eagle Strategies LLC (JERICHO NY)
BC
Issued 8/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Louis Margro is the right advisor for you? Invested Better is here to help.
