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Raymond Vitek

Eagle Strategies LLC

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About Raymond Vitek

Raymond Vitek is a financial advisor with over 40 years of experience in the industry. Raymond is currently registered with Eagle Strategies LLC and has been with the firm since June of 2022. Previously, Raymond was a registered representative with NYLIFE Securities INC. and worked as a broker for VITEK Insurance Services, LLC. Raymond is also an Associate with Linea Wealth Group, LLC D/B/A Linea, where he brokers non-registered insurance products and sells New York Life products and services. Raymond has a broad range of experience and licenses including Series 1, 7TO, 63, and SIE licenses. Raymond provides financial planning, pension consulting, and portfolio management services.

Firm Information

Raymond Vitek is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
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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Raymond Vitek’s Registration & Firm History

TX

06/13/2022 - Present

Eagle Strategies LLC (SUGAR LAND TX)

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Licenses & Designations

BC

Issued 09/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Vitek.
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