Unclaimed
Bruce Brennen is a financial advisor with Eagle Strategies LLC. Bruce has been in the industry since 1986, and has been registered with the state of Washington since 1986. Bruce is also registered with the state of Arizona, California, Illinois, Maine, Oregon, Texas, Utah and Washington. Bruce specializes in providing financial planning, pension consulting, educational seminars, and publication of periodicals. Bruce has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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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2
WA
04/16/1999 - Present
Eagle Strategies LLC (BELLEVUE WA)
IA
Issued 3/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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