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
- Partner and Wealth Management Advisor @ (April 2022 - Present)
- Financial Adviser and Planner @ (September 2019 - Present)
- Financial Services Professional @ (October 2018 - Present)
- Licensed Agent @ (October 2018 - Present)
- Financial Services Representative @ (July 2016 - September 2018)
- Host and Server @ Sushi Station (January 2015 - April 2016)
- Sales Associate @ (October 2012 - November 2014)
- Marketing Intern @ Extreme Advantage (June 2014 - August 2014)
Steven Uy Education
- University of California, Riverside
Bachelor's degree (Business/Managerial Economics)
2012-2016 - Alhambra High School
High School Diploma
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 Business/Managerial Economics @ 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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