Unclaimed
Robin Badanes is a financial professional with over 38 years of experience in the industry. Robin has a wide range of experience in the financial services industry, having worked with several firms including First Investors Corporation, New York Life Insurance Company and NYLife Securities Inc. Robin has a strong focus on financial planning and has a Certified Financial Planner designation. Robin is currently registered with Eagle Strategies LLC as an Investment Advisor Representative. Robin's experience and expertise allows her to provide a range of services to clients, including financial planning, educational seminars, and portfolio management. Robin specializes in working with individual clients, high net worth individuals, and corporations, as well as charitable organizations.
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
08/02/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
11/21/1983 - 11/05/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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