Eagle Strategies LLC
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About this Advisor
Maria Ochoa is a chartered financial consultant based in Charlotte, North Carolina, who has been in the industry for 27 years. Ochoa is an advisor for Eagle Strategies LLC. Their career trajectory has included roles at Nylife Securities Inc, New York Life Ins, Maria M. Ochoa Financial And Insurance Services and Eagle Strategies LLC. Ochoa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Eagle Strategies LLC is a business headquartered in Charlotte, North Carolina. The investment advisory business has offices in 791 locations and a total of 1,913 people on staff. It manages $8 billion in assets under management across its 41,236 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 41 charities and foundations. Of its 41,236 client accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on the type of services offered. Fees billed by Eagle Strategies LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Eagle Strategies LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Maria Ochoa Work History
Maria has 27 years of experience.
Maria M. Ochoa Financial And Insurance Services
Eagle Strategies LLC
Nylife Securities Inc
New York Life Ins
Maria Ochoa has no disclosures.
Please visit their SEC profile for more details.