Unclaimed
Usha Krishnakumar is a registered investment advisor representative with Eagle Strategies LLC. Usha has been in the industry since 2005. Usha has a Series 6, 7, 24, and 66 securities license. Usha's office is located in Edison, NJ. Eagle Strategies LLC is a registered investment advisor with the SEC. The firm has a strong focus on providing financial planning and portfolio management services to individual and corporate clients.
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
NJ
04/12/2011 - Present
Eagle Strategies LLC (EDISON NJ)
BOTH
Issued 2/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 5/6/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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