Unclaimed
Drew Christopher Schmidt is a financial advisor who has been in the industry since 2001. Drew currently works with Eagle Strategies LLC and is registered with both FINRA and the SEC. Drew is licensed to provide financial advice in a number of states, including New York and Texas, Drew has expertise in various areas, including portfolio management for individuals and financial planning. Prior to joining Eagle Strategies LLC, Drew worked at Labranche & Co. LLC and Bocklet & Company, LLC. Drew is a strong advocate for his clients, working with them to develop a customized financial plan that meets their individual needs.
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
NY
10/18/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
NY
10/19/2001 - 01/31/2003
LABRANCHE & CO. LLC (NEW YORK NY)
NY
05/23/2001 - 10/24/2001
BOCKLET & COMPANY, LLC (NEW YORK NY)
IA
Issued 8/3/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2001
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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