Unclaimed
Magaly Salazar is an Investment Advisor Representative with Eagle Strategies LLC, registered with the state of California. Magaly has been in the industry since July 8, 2010. Magaly has worked with JPMorgan Securities LLC and Chase Investment Services Corp in the past. Magaly's current firm, Eagle Strategies LLC is based in New York, NY and has over 1998 registered representatives and 1878 Investment Adviser Representatives. Magaly focuses on individuals, high net worth individuals, corporations, and charitable organizations, and specializes in financial planning, pension consulting, educational seminars, 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
CA
09/11/2023 - Present
Eagle Strategies LLC (SAN DIMAS CA)
CA
10/01/2012 - 07/23/2013
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
05/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
BOTH
Issued 9/7/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2020
Series 24 - General Securities Principal Examination
BC
Issued 8/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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