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Patrick William Forand

Eagle Strategies LLC

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About Patrick William Forand

Patrick William Forand is a financial advisor with Eagle Strategies LLC. Patrick has been in the financial services industry for over 10 years. He holds the Series 7, Series 63, Series 66, and Series 24 licenses. Patrick has worked with clients in New Jersey and New York. He specializes in helping clients with financial planning, pension consulting, educational seminars, portfolio management, and publication of periodicals. Patrick is committed to providing his clients with the highest level of service and support.

Firm Information

Patrick Forand 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

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Patrick Forand’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (NEW YORK NY)

RI

07/24/2015 - 07/25/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

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Licenses & Designations

BOTH

Issued 12/8/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/30/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick William Forand.
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