Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Cardinal is a financial advisor registered with Eagle Strategies LLC. Stephen has been active in the securities industry for a little over a year. He holds Series 63, 66, and 7TO licenses and has worked with various clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Stephen specializes in providing a variety of financial services to his clients, including financial planning, portfolio management, and educational seminars. In addition to working at Eagle Strategies LLC, Stephen also works as an independent contractor for an insurance company. Stephen is registered to provide investment advice in California, Massachusetts, New Jersey, and New York.
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
08/12/2022 - Present
Eagle Strategies LLC (ALBANY NY)
BOTH
Issued 08/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephen Cardinal is the right advisor for you? Invested Better is here to help.
