Unclaimed
Alexa Lenhart is a financial professional with Eagle Strategies LLC. Alexa has been working in the financial industry since 2014. Alexa holds the Series 63, Series 6TO and SIE licenses. Alexa is licensed to conduct securities business in Iowa and Nebraska.
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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IA
10/31/2024 - Present
Eagle Strategies LLC (SAC CITY IA)
BC
Issued 4/2/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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