Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yogesh? Claim Your ProfileYogesh Khatri is a registered investment advisor representative with Eagle Strategies LLC. Yogesh has been in the securities industry since April 2, 1992. Yogesh is registered with the state of Wisconsin and is licensed to provide financial and insurance services. Yogesh is also a partner in RAAGA Entertainment, LLC and JYK Enterprise LLC.
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
WI
06/20/2008 - Present
Eagle Strategies LLC (MILWAUKEE WI)
IA
Issued 6/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yogesh Khatri is the right advisor for you? Invested Better is here to help.
