Sophia Sekinda-Panko, financial advisor New York NY

Sophia Sekinda-Panko

CRD Number: 6264913
Current Firm: Eagle Strategies LLC

Sophia Sekinda-Panko (CRD# 6264913) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC New York, NY Dec 2021 - Current < 1
Nylife Securities LLC New York, NY Nov 2013 - Current 8
New York Life Insurance Co New York, NY Sep 2013 - Current 8
Fossil Inc. Paramus, NJ Aug 2012 - Oct 2013 1
William Patterson U Wayne, NJ Jan 2013 - May 2013 < 1
William Patterson U Wayne, NJ Sep 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Sophia B. Sekinda-Panko
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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