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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wahby is a financial advisor with Eagle Strategies LLC, with over 30 years of experience in the industry. Robin holds licenses in multiple states and has a wide range of expertise. Robin specializes in providing financial planning services, portfolio management for individuals, and educational seminars for a diverse clientele, including high-net-worth individuals, individuals, corporations, and charitable organizations. Robin has also previously worked at New York Life Insurance Company and NYLife Securities Inc.
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
FL
08/05/2005 - Present
Eagle Strategies LLC (JACKSONVILLE BEACH FL)
BOTH
Issued 12/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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