Sylvestre Beltran (CRD# 6125688) is an Investment Advisor Representative working at Eagle Strategies LLC in Riverside, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Riverside, CA | Oct 2023 - Current | < 1 |
| Nylife Securities LLC | Riverside, CA | Dec 2020 - Current | 3 |
| New York Life Insurance Company | Riverside, CA | Nov 2020 - Current | 3 |
| California Baptist University | Riverside, CA | May 2020 - Current | 4 |
| Unemployed | Coachella, CA | Nov 2018 - Nov 2020 | 2 |
| California State University San Bernardino | Palm Desert, CA | Sep 2015 - Jun 2019 | 3 |
| Jpmorgan Securities LLC | Palm Springs, CA | Oct 2012 - Nov 2018 | 6 |
| Jpmorgan Chase Bank | Palm Springs, CA | Sep 2011 - Nov 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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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
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