Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Maria Lukez Byrne is a financial advisor with Eagle Strategies LLC. Caroline has been in the industry since 2006 and has a broad range of experience. Caroline is registered with the state of Ohio as an Investment Advisor Representative.
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
OH
08/04/2014 - Present
Eagle Strategies LLC (NORTH ROYALTON OH)
OH
02/04/2009 - 03/10/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
03/21/2003 - 02/15/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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