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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Thomas Poirier is a registered investment advisor representative in Virginia and several other states, with over 17 years of experience in the industry. Warren is currently associated with Eagle Strategies LLC. Warren Poirier has been involved in the financial services industry since 2004, previously holding roles at SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Warren Thomas Poirier holds licenses for Series 6, 7, 63 and 66, and has experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Warren Poirier also offers educational seminars and publishes periodicals.
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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VA
01/26/2021 - Present
Eagle Strategies LLC (PRINCE GEORGE VA)
VA
10/31/2005 - 10/02/2009
SAGEPOINT FINANCIAL, INC. (RICHMOND VA)
AZ
06/29/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 1/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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