Unclaimed
Pablo Aaron Magdaleno carlos is a registered representative with Eagle Strategies LLC and has been in the industry since 2016. Pablo Aaron Magdaleno carlos is a registered investment advisor and has been active in the financial services industry for more than 6 years. Pablo Aaron Magdaleno carlos specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Pablo Aaron Magdaleno carlos has worked at New York Life Insurance Co. and NYLIFE SECURITIES LLC in the past. Pablo Aaron Magdaleno carlos is also active in the community and serves on the Board of Directors for the Children's Grief Center of El Paso, the El Paso Children's Hospital Foundation, and the University Medical Center Foundation of El Paso.
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
TX
12/15/2022 - Present
Eagle Strategies LLC (EL PASO TX)
BOTH
Issued 12/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/8/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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