Unclaimed
Daisy Wang, a registered Investment Advisor Representative, has been in the financial industry for over five years. Daisy is currently associated with Eagle Strategies LLC and has a Series 65 and Series 63 licenses. Daisy's professional experience includes working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Daisy is committed to providing her clients with personalized financial advice and investment strategies to help them achieve their financial goals.
RANCHO CUCAMONGA, CA
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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CA
07/25/2023 - Present
Eagle Strategies LLC (RANCHO CUCAMONGA CA)
IA
Issued 7/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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