Unclaimed
Alexa Elaine Eisenbrown is a registered investment advisor representative with Eagle Strategies LLC. Alexa is registered with the state of Ohio and is an active advisor. Alexa has been in the industry since 2021 and has licenses for Series 63, Series 66, and Series 7TO. Alexa has also passed the SIE exam. Alexa is licensed to provide investment advice to individuals, businesses, charities, and high-net-worth individuals. Alexa is also a licensed insurance broker.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
05/14/2024 - Present
Eagle Strategies LLC (MEDINA OH)
BOTH
Issued 5/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/3/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/8/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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