Diana Figueiredo (CRD# 6155135) is an Investment Advisor Representative working at Eagle Strategies LLC in Bridgewater, MA and has over 8 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Bridgewater, MA | Aug 2018 - Current | 5 |
| Nylife Securities LLC | Bridgewater, MA | Sep 2016 - Current | 7 |
| New York Life Insurance, Co | Bridgewater, MA | Jul 2016 - Current | 7 |
| Lpl Financial LLC | Mattapoisett, MA | Apr 2015 - Sep 2016 | 1 |
| Webster Bank | New Bedford, MA | Nov 2010 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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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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