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Robert Joseph Seghers

Eagle Strategies LLC

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About Robert Joseph Seghers

Robert Joseph Seghers is an investment advisor representative with Eagle Strategies LLC, a firm with a strong commitment to providing personalized financial advice and investment management services. Robert Joseph Seghers has a wide range of experience in the financial services industry and holds a Series 63, Series 65, and Series 6TO licenses. Robert Joseph Seghers is also registered in multiple states including California, Louisiana, Mississippi, and Texas, and has a strong understanding of investment strategies. Robert Joseph Seghers is dedicated to helping clients achieve their financial goals and providing them with the guidance they need to make informed investment decisions.

Firm Information

Robert Seghers is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

639 LOYOLA AVENUE

NEW ORLEANS, LA 70113

$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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Robert Seghers’s Registration & Firm History

LA

07/25/2023 - Present

Eagle Strategies LLC (NEW ORLEANS LA)

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Licenses & Designations

IA

Issued 7/8/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/6/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 8/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Seghers.
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