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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chaim? Claim Your ProfileChaim Neuman is an Investment Advisor Representative with Eagle Strategies LLC, a firm that provides a range of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Chaim has been in the financial services industry since 2008. Chaim is also licensed in multiple states, including New York, California, Colorado, Connecticut, Florida, New Jersey, Pennsylvania, and Texas. In addition to his work as an Investment Advisor Representative, Chaim also operates under the DBA names of DNS Insurance Broker LLC and FNR Financial Strategies and Insurance Solutions Inc. to broker non-registered insurance products.
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
NY
11/03/2021 - Present
Eagle Strategies LLC (BROOKLYN NY)
IA
Issued 10/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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