Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arensberg is a financial professional with over 20 years of experience in the industry. He is currently registered with Eagle Strategies LLC and holds a Series 6, 7, 26 and 63 licenses, as well as the SIE exam. He is also a Chartered Financial Consultant. Robert has worked with several firms throughout his career including NYLIFE SECURITIES INC. and LIFEUSA SECURITIES, INC. Robert is a registered Investment Advisor in the state of California and holds several other state registrations as well. He offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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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2
CA
04/28/2014 - Present
Eagle Strategies LLC (Upland CA)
NY
01/19/2001 - 10/07/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
09/26/2000 - 11/14/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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