Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Narvaez is a financial professional with over 20 years of experience in the industry. She has a strong background in investment advisory and brokerage services. Sandra currently works for Eagle Strategies LLC, a firm with a long history of providing wealth management services to a variety of clients. Previous to joining Eagle Strategies, Sandra has held positions with several other reputable firms including Newport Group Securities, Inc., Raymond James & Associates, Inc., and AXA Advisors, LLC. Sandra is a registered representative with FINRA and is also licensed to provide investment advice in several states. She is committed to providing her clients with personalized financial guidance and helping them 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.
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2
FL
04/24/2024 - Present
Eagle Strategies LLC (MAITLAND FL)
FL
01/19/2016 - 01/08/2018
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
09/25/2015 - 01/27/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
05/26/2005 - 04/10/2015
AXA ADVISORS, LLC (JERSEY CITY NJ)
NY
11/02/2004 - 03/03/2006
MONY SECURITIES CORPORATION (NEW YORK NY)
AZ
10/06/2004 - 10/14/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
03/02/2004 - 10/01/2004
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NC
11/17/2003 - 02/27/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
04/06/1995 - 02/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/06/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 5/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 4/5/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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