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Andrew Hooper is a financial advisor with Eagle Strategies LLC, a Registered Investment Advisor with offices in New York, NY and Olympia, WA. Andrew has been in the financial services industry since January 2007. Andrew holds licenses in Washington, Oregon, California, Florida, Alaska, South Carolina, and Texas. Andrew is also licensed as an Investment Advisor Representative in Washington and Texas. Andrew has a strong track record of helping clients achieve their financial goals, providing them with comprehensive financial planning, investment advice, and retirement planning. Andrew's expertise includes a wide range of financial services, including insurance services and education seminars. Andrew also provides advisory services for individuals, corporations, charitable organizations, and high net worth individuals.
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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WA
06/18/2020 - Present
Eagle Strategies LLC (OLYMPIA WA)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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