Unclaimed
Bingjie Zhu is a registered representative with Eagle Strategies LLC. Bingjie has been in the financial services industry since 2014. Bingjie has a series 63 and 65 license. Bingjie has a strong background in the financial services industry, having worked with New York Life Insurance Company and NYLIFE Securities LLC. Bingjie's primary specializations include financial planning and portfolio management for individuals. Bingjie is licensed in Arizona and Massachusetts. Bingjie is also associated with Famous Financial and Insurance Solutions LLC.
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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AZ
01/02/2025 - Present
Eagle Strategies LLC (SCOTTSDALE AZ)
Active
Inactive
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