Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Alyse Sauerman is a registered representative with Eagle Strategies LLC. Claire is a registered representative in New Mexico. She has been in the industry since December 6, 2022. Claire holds the Series 7TO and SIE licenses. She specializes in providing financial planning, pension consulting and educational seminars, and has a broad experience across industries, including business development, finance, and non-profit 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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NM
10/09/2024 - Present
Eagle Strategies LLC (ALBUQUERQUE NM)
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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