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Lovely May Ravelo Zunino

Eagle Strategies LLC

Irvine, CA

CRD 6098710

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-04
  • CA RA
    APPROVED
    Since 2021-08-04

Branch Locations

2020 Main Street 10Th Floor, Irvine, CA 92614 • 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 Irvine CA 07/2012 Present
Nylife Securities Llc Irvine CA 08/2012 Present
Eagle Strategies Llc Irvine CA 08/2021 Present
  • 07/2012 → Present
    New York Life Insurance Company
    Irvine, CA
  • 08/2012 → Present
    Nylife Securities Llc
    Irvine, CA
  • 08/2021 → Present
    Eagle Strategies Llc
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-28
  • S63 Uniform Securities Agent State Law Examination
    2012-09-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Lovely A Ravelo
  • Lovely M Ravelo
  • Lovely May Alvar Ravelo
  • Lovely May Alvar Ravelo
  • Lovely Alvar Ravelo
  • Lovely May Ravelo

View on SEC IAPD

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