Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Schaffel is a financial advisor with Eagle Strategies LLC. Andrew has been in the financial services industry since August 2003. Andrew has Series 66, Series 7 and SIE licenses. Andrew currently holds licenses in 21 states including New York, Texas, California, Florida, and Massachusetts. Andrew also holds a license as an Investment Advisor Representative in New York and Texas. Andrew is a registered representative of Eagle Strategies LLC, which is a Registered Investment Advisor and broker-dealer. Eagle Strategies LLC, provides advisory services to individuals, corporations, charitable organizations, and high-net-worth individuals. Andrew has experience in a variety of financial services, including insurance brokering, estate planning, and portfolio management.
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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NY
11/09/2021 - Present
Eagle Strategies LLC (DEWITT NY)
NY
07/04/2003 - 09/20/2006
AXA ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 8/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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