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Carlos A Cortez

Eagle Strategies LLC

New York, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-20
  • NY RA
    APPROVED
    Since 2024-08-20

Branch Locations

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New York NY 06/2010 Present
Eagle Strategies Llc New York NY 09/2012 Present
Nylife Distributors Llc Sleepy Hollow NY 08/2013 Present
  • 06/2010 → Present
    New York Life Insurance Company
    New York, NY
  • 09/2012 → Present
    Eagle Strategies Llc
    New York, NY
  • 08/2013 → Present
    Nylife Distributors Llc
    Sleepy Hollow, NY
Previous Registrations
Other Businesses

NOTARY PUBLIC. HE NOTARIZES DOCUMENTS. HE SPENDS LESS THAN 1 HOUR PER MONTH ON THIS ACTIVITY. HE DOES NOT CHARGE A FEE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
S63 Uniform Securities Agent State Law Examination 2001-12-11
  • S66 Uniform Combined State Law Examination
    2024-08-19
  • S63 Uniform Securities Agent State Law Examination
    2001-12-11
Designations

View on SEC IAPD

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