Unclaimed
Sara Ashmawy is an investment advisor representative who has been working in the financial services industry since 2015. She is registered with Eagle Strategies LLC. Sara has an active FINRA Series 66 license and is registered in several states including California, District of Columbia, New Jersey, New York, North Carolina, and Virginia. Sara specializes in working with high-net-worth individuals, insurance companies, charitable organizations, and corporations or other businesses. She offers a variety of advisory services including financial planning, portfolio management for individuals, pension consulting, and educational seminars. Sara also has experience in insurance brokerage, selling New York Life products and services, and brokering non-registered insurance products.
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
08/03/2021 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 11/4/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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