Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soterios? Claim Your ProfileSoterios Theori is a financial advisor registered with Eagle Strategies LLC. Soterios is a financial advisor with over 25 years of experience in the industry. Soterios holds Series 6, Series 63, and SIE licenses. Soterios is also a Chartered Financial Consultant. Soterios is registered with the state of New York and is active in 7 other states. Soterios provides financial planning and investment advice to individuals, businesses, and charitable organizations. Soterios is also affiliated with New York Life Insurance Company and NYLife Securities Inc. Soterios's firm, Eagle Strategies LLC, is a Registered Investment Advisor with the SEC. Eagle Strategies LLC offers a variety of financial services, including investment management, financial planning, and retirement planning.
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
08/04/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
NE
07/01/1996 - 09/22/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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