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Ramon Alberto Cervantes

Eagle Strategies LLC

Andover, MA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-08
MA RA APPROVED 2022-09-13
  • TX RA
    APPROVED_RES
    Since 2026-06-08
  • MA RA
    APPROVED
    Since 2022-09-13

Branch Locations

10 New England Business Center Drive Suite 205, Andover, MA 01810 • 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
Chris Barredo Insurance Agency Buena Park CA 12/2011 12/2016
State Farm Vp Management Corp. Buena Park CA 07/2015 12/2016
State Farm - Henry Ung Garden Grove CA 09/2017 12/2017
State Farm - Joe Nguyen Garden Grove CA 05/2017 09/2017
Unemployed Long Beach CA 01/2017 05/2017
State Farm - Chris Barredo Westminster CA 12/2017 01/2018
State Farm - Tommy Le Fountain Valley CA 01/2018 09/2018
State Farm - Virnie Tordera Stanton CA 09/2018 07/2020
Options Insurance Services Rosemead CA 08/2020 Present
New York Life Insurance Company Pasadena CA 11/2020 Present
Nylife Securities Llc Glendale CA 02/2021 Present
Eagle Strategies Llc Andover MA 09/2022 Present
  • 12/2011 → 12/2016
    Chris Barredo Insurance Agency
    Buena Park, CA
  • 07/2015 → 12/2016
    State Farm Vp Management Corp.
    Buena Park, CA
  • 09/2017 → 12/2017
    State Farm - Henry Ung
    Garden Grove, CA
  • 05/2017 → 09/2017
    State Farm - Joe Nguyen
    Garden Grove, CA
  • 01/2017 → 05/2017
    Unemployed
    Long Beach, CA
  • 12/2017 → 01/2018
    State Farm - Chris Barredo
    Westminster, CA
  • 01/2018 → 09/2018
    State Farm - Tommy Le
    Fountain Valley, CA
  • 09/2018 → 07/2020
    State Farm - Virnie Tordera
    Stanton, CA
  • 08/2020 → Present
    Options Insurance Services
    Rosemead, CA
  • 11/2020 → Present
    New York Life Insurance Company
    Pasadena, CA
  • 02/2021 → Present
    Nylife Securities Llc
    Glendale, CA
  • 09/2022 → Present
    Andover, MA
Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 9036 Valley Blvd Rosemead, CA 91770; start date 11/2020; compensation-commissions; insurance related; 10 hours per month, 10 hours during securities trading hours] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; 9036 Valley Blvd Rosemead CA 91770; 80 hours per month, 80 during securities trading hours; start 08/2020; insurance related; commissions] [UU First Parish of Chelmsford Board of Investment; Review investments that are handled by outside investment adviser.; 2 Westford St, Chelmsford, MA 01824; Start Date 07/2024; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Notary Public; A Notary Public is a commissioned public official authorized to witness signatures, administer oaths and affirmations, and perform other notarial acts.; 780 E Merrimack St Lowell MA 01852; Start Date 06/2026; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
S63 Uniform Securities Agent State Law Examination 2021-03-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-13
Other Names
  • Ray Cervantes
  • Raymon Alberto Cervantes

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