Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Newman Bombet is an active financial advisor with Eagle Strategies LLC in BATON ROUGE, LA. Charles has been in the industry since 1990 and is registered to provide investment advice in 12 states. Charles holds licenses in both securities and investment advising, and has experience providing a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Charles has experience working with a variety of client types, including corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth individuals.
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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LA
04/16/2008 - Present
Eagle Strategies LLC (BATON ROUGE LA)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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