Unclaimed
Beat Franz-karl Reinhart is an active Investment Advisor Representative in New York and New Jersey. Beat is currently registered with Eagle Strategies LLC. Beat has 2 state registrations, 3 product exams, and 6 state registrations, including IA registrations in New Jersey and New York. Beat is a licensed agent in New Jersey, California, Colorado, Florida, New York, and North Carolina. Beat works with individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. Beat's primary focus is in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals. Beat is a highly experienced financial advisor with a strong commitment to providing excellent client service.
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
04/18/2022 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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