Unclaimed
Maram Nashar is a registered representative with Eagle Strategies LLC, providing financial advisory services since 2006. Maram is experienced in working with high net worth individuals, corporations and charitable organizations. Maram's expertise lies in portfolio management, financial planning, and pension consulting. Maram also offers educational seminars and publications to help clients understand their investment options.
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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NY
10/15/2021 - Present
Eagle Strategies LLC (LATHAM NY)
BOTH
Issued 7/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/4/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2018
Series 7 - General Securities Representative Examination
BC
Issued 3/3/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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