Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean VINCent Viola is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor. Sean has been in the financial services industry since September 2008. Sean holds several industry licenses including the Series 7, 63, 66, 24 and the SIE. Sean is also registered with the states of New Jersey and New York. Sean has a broad range of experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Sean is committed to helping his 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.
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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 8/3/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2009
Series 7 - General Securities Representative Examination
BC
Issued 9/19/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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