Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Fimognari is a financial advisor with Eagle Strategies LLC. Paul has been in the financial services industry since 1984. Paul has a Series 6, Series 7, Series 63, and Series 65 license. Paul holds the Certified Financial Planner designation. Paul provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Paul Fimognari is registered with the following states: Alabama, Arkansas, California, Florida, Georgia, Kansas, Massachusetts, Michigan, New York, North Carolina, Oregon, South Carolina, Texas.
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.
1
2
FL
01/28/2020 - Present
Eagle Strategies LLC (WINTER PARK FL)
MA
05/29/1985 - 09/07/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/01/1984 - 11/01/1984
FIRST INVESTORS CORPORATION
IA
Issued 2/6/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/8/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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