Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Blanca Sekinda-Panko is a registered investment advisor representative with Eagle Strategies LLC, where she has worked since December 2021. Sophia is licensed in New Jersey and New York and has been in the industry since January 2014. Sophia has a variety of experience in the financial services industry, including experience with New York Life Insurance Company and NYLIFE Securities LLC. Sophia is an active member of the financial services industry, holding registrations in both the broker-dealer and investment advisor arenas. Sophia Blanca Sekinda-Panko provides financial planning, pension consulting, educational seminars, and publication of periodicals. Sophia Blanca Sekinda-Panko specializes in serving high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Sophia Blanca Sekinda-Panko provides advisory services for both discretionary and non-discretionary accounts.
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
12/16/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 12/8/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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