Unclaimed
Edward Christian Quimby is a financial advisor with Eagle Strategies LLC, an investment firm based in New York City. Edward has been in the industry since 2023. He is licensed to provide financial services in New York and Texas. Edward holds the Series 66, Series 7TO, and SIE licenses. Edward's primary focus is on portfolio management and financial planning. He is also a registered representative with Eagle Strategies LLC.
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 3/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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