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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Joel Stellhorn-tavera is a registered investment advisor representative with Eagle Strategies LLC. Raymond Stellhorn-tavera has been in the industry for over 3 years. Raymond Stellhorn-tavera has a Series 63, 7TO, and SIE license. Raymond Stellhorn-tavera has a specialization in Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, and Selection of Other Advisers. Raymond Stellhorn-tavera is also a Chartered Financial Consultant. Raymond Stellhorn-tavera has been employed with Eagle Strategies LLC since 2024. Eagle Strategies LLC is a Registered Investment Advisor, specializing in working with Individuals, High Net Worth Individuals, Charitable Organizations, and Corporations/Other Businesses. They are a large firm with over 6070 clients. They have a total of approximately $20.36 Billion in Assets Under Management.
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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CA
06/06/2024 - Present
Eagle Strategies LLC (NEWPORT BEACH CA)
BC
Issued 08/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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