Unclaimed
Vincent Nestorovski is an active investment advisor representative registered with Eagle Strategies LLC in New York and New Jersey. He is also registered as an investment advisor representative with NYLIFE Securities LLC in California. Vincent has been in the industry since 2014 and has extensive experience providing financial planning and portfolio management services for individuals and businesses. He holds the Series 7TO, Series 63 and SIE licenses. Vincent is also a Certified Financial Planner.
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
10/17/2023 - Present
Eagle Strategies LLC (NEW YORK NY)
BC
Issued 1/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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