Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Chu is a financial advisor with Eagle Strategies LLC and has been in the industry for over 20 years. Anna is registered with both FINRA and the State of New Jersey. Anna has experience in both Investment Advisory and Broker-Dealer activities, and has a wide range of experience in providing financial advice to both individuals and businesses. Anna has a broad understanding of the financial markets and can provide comprehensive financial planning services. Anna specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/05/2014 - 05/12/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
09/25/2009 - 01/22/2014
METLIFE SECURITIES INC. (NEW YORK NY)
NY
04/03/2009 - 10/01/2009
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/28/2000 - 04/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/14/1998 - 11/27/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/03/1997 - 02/10/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
CT
11/12/1993 - 04/13/1995
GECC CAPITAL MARKETS GROUP, INC. (NORWALK CT)
MD
05/16/1990 - 07/19/1993
CHASE SECURITIES, INC. (NEW YORK MD)
NA
04/18/1989 - 03/19/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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