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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Hutchinson Beharie is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC, a firm with offices in New York, NY and Chatsworth, CA. Trisha has been in the industry since December 2020. Trisha Hutchinson Beharie holds Series 63, Series 66 and Series 7TO licenses, as well as the Securities Industry Essentials Examination. Trisha Hutchinson Beharie is registered with the following states: California, Connecticut, Florida, New York and Virginia. Eagle Strategies LLC is a large firm, managing over $20 Billion in assets for individual clients, businesses and institutions. Eagle Strategies LLC provides a variety of services including financial planning, portfolio management and pension consulting.
CHATSWORTH, CA
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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CA
06/23/2023 - Present
Eagle Strategies LLC (CHATSWORTH CA)
BOTH
Issued 6/3/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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