Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Reginald Hoeflich is a registered representative with Eagle Strategies LLC, a firm headquartered in New York, NY. Brett has been in the industry since November 4, 2008. Brett is licensed to conduct business in Alabama, Arkansas, Florida, Mississippi, Missouri, and Vermont. Brett holds the Series 6, 7, 24, 63, and 66 licenses and has also passed the SIE exam. Brett has specialized in providing financial planning, pension consulting, and educational seminars to clients. In addition to being a registered representative, Brett is also registered as an Investment Advisor Representative in Florida. Eagle Strategies LLC provides a wide range of services to a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm has approximately 6,070 clients with assets under management of $20,357,746,578.
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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FL
08/27/2021 - Present
Eagle Strategies LLC (TAMPA FL)
BOTH
Issued 12/6/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/3/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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