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Roberto Recine

Eagle Strategies LLC

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About Roberto Recine

Roberto Recine is a financial advisor with Eagle Strategies LLC. Roberto has been in the industry since 1995 and holds Series 6, 7, 24, and 63 licenses, as well as the SIE. Roberto's firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They also offer educational seminars and publications. Roberto's firm has a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Roberto Recine 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

1300 CONCORD TERRACE

SUNRISE, FL 33323

$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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Roberto Recine’s Registration & Firm History

FL

07/18/2011 - Present

Eagle Strategies LLC (SUNRISE FL)

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Licenses & Designations

BC

Issued 5/8/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/9/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 7/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Roberto Recine. Review regulatory record here.
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