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Christine Lan-hueicheng Medeiros

Eagle Strategies LLC

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About Christine Lan-hueicheng Medeiros

Christine Lan-Hueicheng Medeiros is a financial advisor at Eagle Strategies LLC, a firm with approximately 20,357,746,578 USD in regulatory assets under management. Christine has been a registered representative for over 20 years and has held multiple licenses. Christine is a Certified Financial Planner and Chartered Financial Analyst. Christine has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Christine also has experience in financial planning, pension consulting, and portfolio management.

Firm Information

Christine Medeiros is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

733 Bishop Street

Honolulu, HI 96813

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Medeiros’s Registration & Firm History

HI

01/06/2015 - Present

Eagle Strategies LLC (Honolulu HI)

CA

11/24/2004 - 03/18/2005

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

NY

02/17/2003 - 10/20/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 8/5/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 3/3/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Lan-hueicheng Medeiros.
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