Unclaimed
Robert Quiroga is an Investment Advisor Representative with Eagle Strategies LLC based in San Antonio, TX. Robert has been in the industry since November 19, 2015. Robert holds licenses for Series 6, 7TO, 63, and 66, and is registered in Texas, Florida, Georgia, and North Carolina. Robert is also a licensed insurance agent and broker, and holds the position of President/Founder at Q Financial, LLC. Robert specializes in providing investment advisory services to corporations, charitable organizations, individuals, and high-net-worth individuals.
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
TX
10/15/2020 - Present
Eagle Strategies LLC (SAN ANTONIO TX)
BOTH
Issued 9/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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