Unclaimed
Beat Franz-karl Reinhart is a financial professional with over 10 years of experience in the industry. Beat is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Beat's expertise includes a wide range of financial services, including financial planning, portfolio management, and pension consulting. Beat has a strong track record of providing personalized financial advice to individuals, families, 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
04/18/2022 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 4/9/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2022
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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