Unclaimed
Valeriya Kolesnikova is a financial professional with Eagle Strategies LLC. Valeriya has been in the financial industry since 2020 and holds the Series 63, Series 6TO, and SIE licenses. Valeriya is also a Certified Financial Planner and has experience in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Valeriya is registered with the state of New York, New Jersey, California, and South Carolina.
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
09/21/2023 - Present
Eagle Strategies LLC (BROOKLYN NY)
BC
Issued 10/6/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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