Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Ronald Schwinefus is an investment advisor representative with Eagle Strategies LLC. Darren has been in the financial services industry since 2009. Darren holds Series 6, 7, 63 and 66 licenses. He is registered to provide investment advice in Alabama, Florida, Iowa, Michigan, Minnesota, New Mexico, Ohio, Oregon, Washington and Wisconsin. Darren also provides insurance brokerage services. Darren’s firm, Eagle Strategies LLC, has been in business since 2007 and is based in New York. The firm provides investment advisory services to a variety of clients including individuals, businesses, charitable organizations, and 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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2
WI
12/03/2015 - Present
Eagle Strategies LLC (WEST BARABOO WI)
BOTH
Issued 11/4/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/2/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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