Gurcharan Singh Soni

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1996 → Present
  New York Life Insurance Co.
  Woodland Hills, CA
• 03/1996 → Present
  Nylife Securities Inc.
  Woodland Hills, CA
• 03/1999 → Present
  Eagle Strategiess Llc
  Granada, CA
• 11/2010 → Present
  Soni Financial & Insurance Solutions
  Woodland Hills, CA

Other Businesses

I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [OPERATING UNDER THE DBA NAME OF SONI FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; 6320 CANOGA AVE SUITE 900 WOODLAND HILLS, CA 91367 ; START DATE: 11/2010]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-26
• S63 Uniform Securities Agent State Law Examination
  1994-04-06

Other Names

• Gurcharan S Soni
• Jerry Singh Soni
• Jerry Singh Soni