Steven Uy Location
Los Angeles, CA, US
Steven Uy Work
- 2022 - now Partner and Wealth Management Advisor @ Island Wealth Strategies, LLC
- 2019 - now Financial Adviser and Planner @ Eagle Strategies, LLC
- 2018 - now Financial Services Professional @ NYLIFE Securities LLC
- 2018 - now Licensed Agent @ New York Life
- 2016 - 2018 Financial Services Representative @ Foresters Financial
- 2015 - 2016 Host and Server @ Sushi Station
- 2012 - 2014 Sales Associate @ Hollister Co.
- 2014 - 2014 Marketing Intern @ Extreme Advantage
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 Services2019
Steven Uy Skills
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Public Speaking
- Social Media
- Customer Service
- Teamwork
- Event Planning
- Leadership
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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Top Eagle Strategies, LLC Employees
-
Ryan Ballesteros
Financial Adviser at Eagle Strategies, LLC
California, United States23 -
Robert Ostberg
Financial Adviser at Eagle Strategies, LLC
Northampton, MA, US21 -
Steven Uy
Financial Adviser and Planner at Eagle Strategies, LLC
Los Angeles, CA, US32 -
Carrie Hall
Financial Adviser at Eagle Strategies, LLC
Phoenix, AZ, US22 -
John Roach
Financial Advisor at Eagle Strategies, LLC
Palm Beach Gardens, FL, US45+ -
Nick Hjorth
Financial Adviser at Eagle Strategies, LLC
Upland, CA, US34 -
Ned Hawley
Financial Advisor at Eagle Strategies, LLC
Chicago, IL, US32 -
Cltc Jenny Po Wah Yu
Financial Advisor at Eagle Strategies, LLC
San Francisco, CA, US31 -
Dan Pagliaroli
Financial Adviser at Eagle Strategies, LLC
Los Angeles, CA, US34 -
Meghann McKenna
Financial Adviser at Eagle Strategies, LLC
Bozeman, MT, US35+ -
Gerard st-Cyr
Financial Adviser at Eagle Strategies, LLC
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12
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Brian Hutt
Financial Adviser at Eagle Strategies, LLC
Washington, DC, US14
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