Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shant? Claim Your ProfileShant Tashjian is an investment advisor representative with Eagle Strategies LLC. Shant has been in the industry since 1996. Shant has passed the Series 6, 7, 24, 52, 53, 63, and 65 exams. Shant is registered in New Jersey and New York. Shant is also a FINRA Dispute Resolution Services/Arbitrator. Shant has been employed by several firms throughout their career, including: Lincoln Financial Advisors Corporation, MetLife Securities Inc., Royal Alliance Associates, Inc., LINSCO/Private Ledger Corp., Summit Equities, Inc., and Purshe Kaplan Sterling Investments.
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 (WHITE PLAINS NY)
NJ
09/19/2018 - 02/03/2020
PURSHE KAPLAN STERLING INVESTMENTS (Parsippany NJ)
NJ
09/28/2005 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
FL
05/09/2005 - 09/20/2005
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (WEST PALM BEACH FL)
MA
03/08/2004 - 05/19/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/08/2004 - 05/19/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
SC
02/04/2003 - 01/29/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
11/29/2000 - 02/18/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
08/06/1998 - 01/18/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/06/1998 - 01/18/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/25/1996 - 08/11/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/25/1996 - 08/11/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 8/30/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 9/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 3/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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