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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeanneret is an investment advisor representative with Eagle Strategies LLC, located in Land O' Lakes, Florida. Daniel has been working in the financial services industry since 2009. Daniel is registered with the state of Florida as a Registered Investment Advisor and also holds several securities licenses, including Series 6, 7TO, 63 and 65. Daniel has a broad range of experience in financial services including investment advising, financial planning, and insurance brokering. Daniel's current firm, Eagle Strategies LLC, provides a variety of services, including financial planning, portfolio management for individuals, pension consulting, and educational seminars. Daniel works with a wide variety of clients, including high net worth individuals, corporations, and charitable 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.
1
2
FL
01/24/2024 - Present
Eagle Strategies LLC (LAND O LAKES FL)
IA
Issued 12/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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