Sandra Narvaez (CRD# 2290311) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 20 years of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
CRD# 5174590
Tripletail Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | New York, NY | Jul 2018 - Current | 5 |
Nylife Securities, LLC | New York, NY | Jun 2018 - Current | 5 |
New York Life Insurance Co | New York, NY | May 2018 - Current | 6 |
Unemployed | New York, NY | Jan 2018 - Apr 2018 | < 1 |
Newport Group, Inc. | Walnut Creek, CA | Apr 2016 - Jan 2018 | 1 |
Newport Group Securities, Inc. | Lake Mary, FL | Jan 2016 - Jan 2018 | 2 |
The Newport Group, Inc. | Heathrow, FL | Jan 2016 - Apr 2016 | < 1 |
Raymond James & Associates | St. Petersburg, FL | Sep 2015 - Jan 2016 | < 1 |
Job Elimination | New York, NY | Apr 2015 - Sep 2015 | < 1 |
Axa Advisors, LLC | New York, NY | May 2005 - Apr 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- FL
- NJ
- NY
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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