Steven Uy Email & Phone Number
Financial Adviser and Planner @ Eagle Strategies, LLC
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Steven Uy Location
- Los Angeles, CA, US
Steven Uy Work
- 2022 -now Partner and Wealth Management Advisor @
- 2019 -now Financial Adviser and Planner @
- 2018 -now Financial Services Professional @
- 2018 -now Licensed Agent @
- 2016 -2018 Financial Services Representative @
- 2015 -2016 Host and Server @ Sushi Station
- 2012 -2014 Sales Associate @
- 2014 -2014 Marketing Intern @ Extreme Advantage
Steven Uy Education
- University of California, Riverside
Bachelor's degree (Alpha Kappa Psi Director of Marketing)
2012-2016 - Alhambra High School
High School Diploma (ASB Executive Director of Technology, Sargent of Arms for Key Club International, Member of Future Business Leaders of America)
2008-2012 - The American College of Financial Services
Designations: RICP® (ChFC®, Financial Planning and Services)
2019
Steven Uy Skills
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Public Speaking
- Social Media
- Customer Service
- Teamwork
- Event Planning
- Leadership
- PowerPoint
- Time Management
- Retirement Income Strategies
- Windows
- Retirement Planning
- English
- Life Insurance
- Social Networking
- Marketing
- Research
Steven Uy Summary
- Steven Uy, based in Los Angeles, CA, US, is currently a Financial Adviser and Planner at Eagle Strategies, LLC. Steven Uy brings experience from previous roles at Island Wealth Strategies, LLC, NYLIFE Securities LLC, New York Life Insurance Company and Foresters Financial Services. Steven Uy holds a 2012 - 2016 Bachelor's degree in Alpha Kappa Psi Director of Marketing @ University of California, Riverside. With a robust skill set that includes Microsoft Office, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Public Speaking and more. Steven Uy has 3 emails and 2 mobile phone numbers on RocketReach.
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