Best Investors Account Sign in
Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-20
  • TX RA
    APPROVED
    Since 2024-05-20

Branch Locations

303 N. Oregon Street Suite 1100, El Paso, TX 79901 • 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
Transamerica Financial Advisors, Inc Plano TX 05/2016 05/2022
World Financial Group, Inc. Plano TX 09/2015 05/2022
Southwest Funding L.P. El Paso TX 04/2013 05/2025
Nsmu - Dona Ana Community College Las Cruces NM 08/2017 Present
H&F Productions El Paso TX 01/2000 09/2019
New York Life Insurance Company El Paso TX 05/2024 Present
Nylife Securities Llc El Paso TX 05/2024 Present
Eagle Strategies Llc El Paso TX 05/2024 Present
  • 05/2016 → 05/2022
    Transamerica Financial Advisors, Inc
    Plano, TX
  • 09/2015 → 05/2022
    World Financial Group, Inc.
    Plano, TX
  • 04/2013 → 05/2025
    Southwest Funding L.P.
    El Paso, TX
  • 08/2017 → Present
    Nsmu - Dona Ana Community College
    Las Cruces, NM
  • 01/2000 → 09/2019
    H&F Productions
    El Paso, TX
  • 05/2024 → Present
    New York Life Insurance Company
    El Paso, TX
  • 05/2024 → Present
    Nylife Securities Llc
    El Paso, TX
  • 05/2024 → Present
    El Paso, TX
Previous Registrations
Other Businesses

[New Mexico State University (NMSU); NMSU DONA ANA COMMUNITY COLLEGE; NON-INVESTMENT RELATED: 2800 SONOMA RANCH BLVD LAS CRUCES NM 88011; Teach and instruct business classes; 20 hours per month, 15 hours during securities trading hours; TEACH BUSINESS COURSES.] [TEXAS STAR STEEL LLC; not Investment Related; Manufacturing of prefabricated metal buildings; 10404 Dyer St., Suite A, El Paso, TX 79924; Partner; start 02/2022; 5 hours per month, 0 hours during securities trading hours; Provide advice.] [RENTAL PROPERTY; real estate related; 142 Polo Inn, El Paso, TX 79905; Rental house; Owner;0 hours per month; No duties][Southwest Funding; Originate residential loans.; 13150 Coit Road, Suite 100 Dallas, TX 75240; Start Date 01/2024; Role/Title: Branch Manager; Investment Related; 15 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-03
S63 Uniform Securities Agent State Law Examination 2016-09-24
  • S65 Uniform Investment Adviser Law Examination
    2016-11-03
  • S63 Uniform Securities Agent State Law Examination
    2016-09-24
Other Names
  • Fred Guerrero
  • Alfredo Guerrero

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in El Paso, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor