Invested Better
Unclaimed

Unclaimed

Unclaimed

Beat Franz-karl Reinhart

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Beat? Claim Your Profile

About Beat Franz-karl Reinhart

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.

Firm Information

Beat Reinhart is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Beat Reinhart’s Registration & Firm History

NY

04/18/2022 - Present

Eagle Strategies LLC (New York NY)

Not sure if Beat Franz-karl Reinhart is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Beat Franz-karl Reinhart.
Not sure if Beat Franz-karl Reinhart is right for you?