Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bijou? Claim Your ProfileBijou Schmidt is an investment advisor representative with Eagle Strategies LLC. Bijou holds Series 63 and Series 65 licenses and has worked in the financial industry since December 14, 2022. Prior to working with Eagle Strategies LLC, Bijou worked with New York Life Insurance Company and NYLife Securities LLC. Bijou currently holds active registrations in Alabama, California, Colorado, Montana and Oregon. Bijou Schmidt also owns and operates Holy Schmidt Coffee LLC. Bijou provides financial planning and portfolio management services to individuals and charitable organizations. Bijou is committed to providing clients with personalized advice and guidance to help them 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.
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CA
10/25/2023 - Present
Eagle Strategies LLC (MONTROSE CA)
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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