Unclaimed
Serge Tinovsky is an investment advisor representative with Eagle Strategies LLC, based in New York, NY. Serge has been in the financial industry since 1994 and has a broad range of experience. Serge is registered with the state of New York as an investment advisor representative and holds Series 6, 63, and 65 licenses. Serge also holds the SIE license. Serge is a shareholder in NYLARC Holding Company, Inc. which reinsures the life insurance Serge writes with New York Life. Serge specializes in providing financial planning services to individuals, businesses, and charitable organizations. Serge also offers portfolio management services to individuals, businesses, and pooled investment vehicles. Serge has a proven track record of success and is committed to providing his clients with the highest level of service.
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
09/06/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
12/13/1993 - 02/09/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/13/1993 - 02/09/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 9/5/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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