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Monzur Alam Mollah

Eagle Strategies LLC

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About Monzur Alam Mollah

Monzur Alam Mollah is a financial advisor with Eagle Strategies LLC. Monzur is a registered investment advisor with experience in the financial industry since 1999. Monzur's experience spans various firms including MetLife Securities Inc, Metropolitan Life Insurance Company, and NYLife Securities Inc. Monzur has passed the Series 6, Series 7, Series 24, Series 63 and Series 66 exams. Monzur provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.

Firm Information

Monzur Mollah is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

675 PLACENTIA AVE

BREA, CA 92821

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Monzur Mollah’s Registration & Firm History

CA

03/29/2022 - Present

Eagle Strategies LLC (BREA CA)

CA

10/19/2004 - 06/12/2008

METLIFE SECURITIES INC. (ORANGE CA)

CA

10/19/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)

NY

11/03/1998 - 10/12/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 5/19/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/2/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Monzur Alam Mollah. Review regulatory record here.
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