Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Jon Rosen is a financial professional registered with Eagle Strategies LLC in Spokane, WA. Bernard has been in the industry since 2024 and holds the Series 63, Series 6TO, and SIE licenses. Bernard is registered in six states and is currently active in Washington and Idaho. Bernard is also a board member for several organizations, including the Museum of North Idaho, Jewish Beginnings, and Rosen Wellness.
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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WA
12/23/2024 - Present
Eagle Strategies LLC (SPOKANE WA)
BC
Issued 02/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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