Unclaimed
Robert Anthony Quiroga is an active investment advisor representative who has been in the industry since 2015. Robert is currently registered with Eagle Strategies LLC and New York Life Securities LLC. Robert has passed several securities exams, including Series 7, 6, 63, and 66. Robert provides a variety of financial advisory services, including financial planning, portfolio management, and investment advice. Robert Quiroga is a financial advisor with over 8 years of experience. Robert is committed to providing personalized financial advice to help individuals and families achieve their financial goals. Robert Quiroga is a financial advisor who has worked with a variety of clients, including individuals, families, and businesses.
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 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
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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