Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Chee is a financial advisor currently registered with Eagle Strategies LLC. Anthony has been in the financial services industry for over 20 years and holds a Series 63, Series 6, and SIE license. Anthony has been registered with the state of California for broker-dealer activities since 8/10/2000, and for investment advisory activities since 10/5/2021. Anthony is also registered as a broker-dealer in 12 other states. In addition to Anthony's work as a financial advisor, Anthony is also an insurance broker. Anthony specializes in providing financial planning services, educational seminars, portfolio management for individuals and investment companies, selection of other advisors, and publication of periodicals. Anthony's experience and expertise can help clients develop financial plans, choose investments, and manage their portfolios to achieve their financial goals.
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.
1
2
CA
10/05/2021 - Present
Eagle Strategies LLC (SACRAMENTO CA)
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Chee is the right advisor for you? Invested Better is here to help.
