Unclaimed
Edward Christian Quimby is a financial advisor registered with Eagle Strategies LLC. Edward is a licensed advisor in New York, Texas, and other states. Edward has been active in the financial industry since 2023. In addition to Edward's experience with Eagle Strategies, Edward also has experience with New York Life Insurance Company and NYLIFE Securities LLC. Edward holds the Series 7TO, Series 66 and SIE exams.
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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NY
07/07/2023 - Present
Eagle Strategies LLC (SARATOAG SPRINGS NY)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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