Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyla? Claim Your ProfileLyla Zaghloul McCurdy is a financial advisor who has been working in the industry since 2016. Lyla is currently registered as a Registered Representative with Eagle Strategies LLC in Pennsylvania. Lyla has a Series 6, Series 7, Series 26, and Series 63 licenses, and is also a Chartered Financial Consultant. Lyla has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. She provides financial planning, investment management, and educational seminars. Lyla is committed to helping her clients achieve their financial goals.
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
PA
10/17/2023 - Present
Eagle Strategies LLC (HORSHAM PA)
BC
Issued 4/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 9/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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