Unclaimed
Robin Nack is a financial advisor with over 10 years of experience in the financial industry. Robin Nack is currently registered with Eagle Strategies LLC and has been with the firm since June 2016. Robin Nack is also registered with the state of New Jersey and New York as an Investment Advisor Representative. Previously, Robin Nack was employed by AXA Advisors, LLC from June 2015 to February 2016. Robin Nack holds a Series 66, Series 7 and SIE licenses. Robin Nack specializes in working with individuals, families, and businesses to provide financial planning, investment management, and retirement planning services. Robin Nack also has experience working with charitable organizations. Robin Nack believes in building strong relationships with clients and providing personalized financial advice. Robin Nack is committed to helping clients achieve their financial goals.
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
NY
06/21/2016 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
06/22/2015 - 02/05/2016
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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