Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shiva? Claim Your ProfileShiva Pourvakil is an investment advisor representative associated with Eagle Strategies LLC. Shiva has been in the financial services industry since 2008. Shiva is registered in California as an investment advisor representative. Prior to joining Eagle Strategies LLC, Shiva worked at CAPITAL FINANCIAL SERVICES, INC., FIRST COMMAND FINANCIAL PLANNING, INC., WAMU INVESTMENTS, INC., WELLS FARGO INVESTMENTS, LLC, and EDWARD JONES.
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
CA
04/07/2016 - Present
Eagle Strategies LLC (FRESNO CA)
ND
05/13/2011 - 02/08/2016
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
TX
02/12/2009 - 03/01/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (CORPUS CHRISTI TX)
CA
04/04/2008 - 09/05/2008
WAMU INVESTMENTS, INC. (FRESNO CA)
TX
09/27/2007 - 02/07/2008
WELLS FARGO INVESTMENTS, LLC (CORPUS CHRISTI TX)
CA
03/14/2006 - 08/14/2006
EDWARD JONES (FRESNO CA)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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